Our Team Of Experts Are At Your Disposal

When you adopt the Aliat Retirement Savings Plan, you're not only getting a great plan, but you are also getting a seasoned team of 401k experts working on your behalf to ensure plan compliance and optimize the benefit for you and your employees.

Plan Administrator

As the Pooled Plan Provider (PPP) of the Ameritas 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.

Investment Manager

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.

Recordkeeper & Third Party Admin

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.

Custodian

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.

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© 20d4 Ameritas Mutual Holding Company. This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to: Ameritas Life Insurance Corp. & Ameritas Life Insurance Corp. of New York, (licensed in New York). Each company is solely responsible for its own financial condition and contractual obligations.