LeafHouse

Remember those that sacrificed. Be thankful. #MemorialDay

Thank you Scott Colangelo, Matthew Eickman, J.D. AIF®, and Kevin Toledano for inviting LeafHouse CEO, Todd Kading, CFP®, RF™ to join the 16th Annual Qualified Plan Fiduciary Summit. Qualified Plan Advisors' dedication to guiding individuals and businesses towards financial prosperity is truly commendable. Personalized Experience: Advisor Managed Accounts panel was informative and drove home the point that technology has advanced since 2006. Options are good. Employers should have more than one choice when it comes to #personalization.

As a leading third-party investment fiduciary in the United States, LeafHouse welcomes the release of the new Fiduciary Rule. We are committed to elevated fiduciary standards and remain dedicated to the principles. Keep your friends close and your Fiduciary closer. #retirementplan #fiduciary This topic might come up at the next #LNRS https://lnkd.in/gCCb4qW3

Don’t miss #NAPA401kSummit Panel on Tuesday at 8 am: Guaranteed In-Plan Income Challenge Solved! Hear perspectives from industry leaders on retirement income. Now is the time to implement key takeaways into our strategies. Special thanks to the panelists for sharing their expertise and sparking valuable discussions: LeafHouse's Chad Brown, Bonnie Treichel Endeavor Retirement, Alex Assaley, AIF® AFS 401(k) Retirement Services, LLC, A HUB International Company, Glenn Dial American Century Investments Matthew Wolniewicz, AIFA Income America #401k #guaranteedincome #fiduciary #fintech

The LeafHouse team is thrilled to connect with so many inspiring professionals at the #NAPA401kSummit! It is a fantastic opportunity to exchange insights, build new relationships, and explore potential collaborations. Stop by the LeafHouse Booth #436 and learn about investGrade™.   Unleashing Innovation Under the Eclipse: Tomorrow's Tech Unveiled!   #TheAdvisorExperience #partnership   Michael Garberich, CFA, Kara Brookbank, Jay Washington, MBA, CEBS, AIF®, RICP® James Olson, Todd Kading, CFP®, RF™, Chad Brown, Kassandra Hendrix

Kudos to our new EVP, Corporate Strategy, Kassandra Hendrix. Her talent, tenacity, and work ethic are a credit to her and essential to the LeafHouse and investGrade™ organizations. #leadership #teamwork

LeafHouse is excited for the NAPA Summit in Nashville on April 7-9th!   Stop by Booth #436 and visit with the team!   Unleashing Innovation Under the Eclipse: Tomorrow's Tech Unveiled! Thank you Brian Graff, John Sullivan, Nevin Adams and the #napa401ksummit team for rocking it and bringing the industry together. #theadvisorexperience #creativedisruption Todd Kading, CFP®, RF™, Dale Homburg, Kassandra Hendrix, Michael Garberich, CFA, Chad Brown, James Olson, Jay Washington, MBA, CEBS, AIF®, RICP®, Kara Brookbank, Dallas Villarreal, Stu Sorensen

In the latest Just Sayin’ column, LeafHouse CEO, Todd Kading, CFP®, RF™ is waking up the industry by highlighting the misconception of viewing recordkeeping as a "commodity" despite its complexity and critical role. Todd talks about fee compression and how it has led to consolidation among recordkeepers, resulting in fewer choices and diminished service quality. The article urges stakeholders to recognize the value of recordkeeping services, acknowledge the costs involved, and refrain from demanding unsustainable fee reductions that could jeopardize service integrity and industry viability. Read more here: https://lnkd.in/gcN2Pdjn #recordkeepers #retirement #wakeup

LeafHouse remains committed to advancing innovation within the retirement plan sector. LeafHouse, Kassandra Hendrix, EVP, Corporate Strategy confronts the concerns raised in a recent Wall Street Journal article regarding the cost and effectiveness of managed accounts in 401(k) plans. Read more: https://lnkd.in/g_ABuFRM #retirement #innovation #personalization 

Pleased to announce the appointment of James Olson as our new Executive Vice President (EVP), Product, at LeafHouse and investGrade™ . He joins Kassandra Hendrix, EVP, Corporate Strategy in reporting directly to Todd Kading, CFP®, RF™, CEO. With over 25 years of experience in the retirement plan industry, James brings extensive expertise in designing innovative product and service models that have made a significant impact. His appointment underscores LeafHouse's dedication to driving innovation and delivering impactful solutions for our clients. James Olson's appointment strengthens LeafHouse's standing as a frontrunner in retirement plan industry technology, dedicated to delivering top-tier solutions and spearheading innovation #LeafHouse #Innovation #RetirementPlanning