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LeafHouse Financial

Displaying 2 results

Topic
  • News
  • April 5, 2024

LeafHouse, ARS bring managed accounts to retirement plans

Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.

Topic
  • News
  • June 21, 2023

Ameritas rolls out pooled employer plan

TRG Fiduciary Services will serve as plan provider, and LeafHouse Financial will select and monitor the PEP's investments.