LeafHouse Recognized as Finalist for Prestigious NAPA 401(k) Advisor Leadership Award

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Out of tens-of-thousands of firms in the retirement plan advisor industry, LeafHouse Financial Advisors makes it to the 401(k) Leadership Award Finals for the National Association of Plan Advisers.

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"Many plans in the nation’s 401(k) market have been left without the proper protection of a 3(38) Fiduciary because there hasn’t been an efficient way to deliver customized and flexible service to both the plan and the plan advisor.”

LeafHouse Financial Advisors was recognized at this year’s 15th annual National Association of Plan Advisors 401(k) Summit as one of only three finalists for the 401(k) Advisor Leadership Award. Chosen from a list of 10 semi-finalists, this is the first year LeafHouse has made it to the final selection stage. This prestigious award recognizes leading financial advisory practices for contributions that exemplify leadership, experience and expertise in the retirement plan industry. This year’s award focuses on innovation and accomplishments in human capital management, sometimes referred to as workforce management.

In addition to consistently stellar year-over-year asset growth and an innovative approach to improving participant outcomes, perhaps the most unique thing about the firm is their new 3(38) fiduciary service offering. Branded as their Flexible Institutional 3(38) Fiduciary Solution, it allows plan sponsors and advisors access to a high level of fiduciary protection coupled with an extraordinary amount of customization and input from plan sponsors. This is in stark contrast to many of the mega-sized corporate 3(38)s that make decisions at the platform, rather than plan level.

“LeafHouse's flexible fiduciary solution exemplifies leadership by allowing plan sponsors and advisors unprecedented access to thought leadership and technology for the good of the plan and its participants. LeafHouse is honored to be recognized.”, commented Managing Director Neal Weaver.

"Many plans in the nation’s 401(k) market have been left without the proper protection and oversight of a 3(38) Investment Manager because there hasn’t been an efficient way to deliver customized and flexible service to both the plan and the plan advisor,” said Todd Kading, Managing Director at LeafHouse. “All of the MEGA 3(38) providers out there have tried to create a cookie-cutter approach that tells the advisor that you get what you get and you don’t throw a fit. LeafHouse has the technology and service systems to offer Institutional 3(38) Investment Management that is flexible and customizable for the unique needs of every plan and every advisor.”

About LeafHouse Financial Advisors
LeafHouse Financial Advisors, named in the Top 10 Fastest Growing RIA’s for four consecutive years by Financial Advisor magazine, one of PLANADVISER Magazine’s Top 100 Retirement Plan Advisers for 2016, and a Top Financial Adviser for retirement plans in 2015 by the Financial Times, is an independent firm headquartered in Austin, Texas. The LeafHouse GPA® fiduciary investment process is proprietary, utilizing a Grade Point Average system that is focused on long term optimal outcomes while containing volatility. Visit LeafHouse Financial Advisors at http://www.leafhousefinancial.com.

Past performance is no guarantee of future results. Investments are subject to risk. The LeafHouse Institutional 3(38) Fiduciary Solution is available on plans over $1 million.

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Todd Kading
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