As the Pooled Plan Provider (PPP) of the Ameritas 403(b) PEP, they take on the primary fiduciary responsibility for the plan. They select and monitor all of the other plan providers, ensuring they provide 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. In addition, Leafhouse provides Managed Account Services within the PEP.
As the recordkeeper and administrator for the plan, Ameritas performs all compliance testing, prepares government filing reports, and provides participant education and customer service support.
Charles Schwab Trust Bank serves as directed trustee. Trust Bank will hold the plan’s assets and process all trading instructions. Trust Bank’s open-architecture platform allows TRG to access an array of investment vehicles, including low-cost options.
