As the Pooled Plan Provider (PPP) of the Americas 403(b) PEP Plan, they take on the primary fiduciary responsibility for the plan. They select and monitor all of the other plan providers, making sure that they are providing awesome services at a great price.
As the investment manager for the Plan, LeafHouse Financial Advisors, LLC. monitors the Plan investment menu, recommends investment changes, and provides plan regulatory services.
As the third party administrator and recordkeeper for the Plan, Ameritas performs all compliance testing, prepares government filing reports, provides participant education, and customer service support.
American Trust Custody custodies your plan assets and processes all trading instructions. Using an open-architecture custodian allows us access to an array of investment vehicles, including low-cost options, to help participants achieve their retirement goals.
