LeafHouse®

Why Did It Take Nearly 100 Years? Collective Investment Trusts (CITs) were created in 1927. Almost a century later, the retirement industry is finally realizing their potential as a cost-efficient, flexible alternative to mutual funds. Check out LeafHouse® CEO, Todd Kading, CFP®, RF™ latest Just Sayin' column in National Association of Plan Advisors' NAPAnet. CITs are reshaping the retirement plan landscape. But let’s be honest: this isn’t revolutionary. It’s overdue.   Yet 403(b) plans are still barred from utilizing CITs—a glaring issue that proposed legislation is working to fix. Why has it taken so long for proven solutions like CITs to get their due? Our participants deserve better. They deserve innovation that works for them—when it’s ready, not decades later. Let’s stop waiting. Let’s start acting. See the link in the comments. John Sullivan #CITs #JustSayin

As we turn the page on an unforgettable year, we at LeafHouse are overwhelmed with gratitude for the vibrant community that shapes who we are — our esteemed clients, invaluable partners, and our dedicated team. Your trust and collaboration are the core of our inspiration. 2024 was marked by growth, innovation, and shared successes. Looking forward to 2025, big changes are on the horizon with new initiatives and a resolute commitment to amplify our impact. Together we are on the cusp of transformative changes set to redefine the future of our industry. Here’s to another year of dynamic progress, endless possibilities, and strengthened partnerships. From all of us at LeafHouse, we wish you a happy, healthy, and prosperous New Year! #HappyNewYear2025 #Gratitude #NewBeginnings Todd Kading, CFP®, RF™ Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA Scott Pearson James Olson Andrew Aschettino

In today’s fast-paced world, too many of us cling to old habits, revere big brands, and mistake intention for action. But let’s face it, it’s time to get unfiltered: Ask tough questions. Challenge assumptions. Stop settling for “good enough” and start demanding better—for our clients, our industry, and ourselves. Challenge assumptions, embrace change. Who’s with me? Read this article. https://lnkd.in/gzC4j38V #Innovation #Leadership #RetirementPlanning Todd Kading, CFP®, RF™ Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA Scott Pearson James Olson Andrew Aschettino

As the Christmas spirit and Holiday festivities fill the air with joy and gratitude, we at LeafHouse want to take a moment to express our heartfelt thanks to all our clients, partners, and team members who made this year so special. We wish you peace, happiness, and cherished moments with loved ones. Here’s to a season of giving, reflecting, and looking forward to a bright and prosperous new year ahead. Thank you for being a part of our journey! #MerryChristmas #HappyHolidays #Gratitude Todd Kading, CFP®, RF™ Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA Scott Pearson James Olson Andy Aschettino

At LeafHouse, we’re filled with gratitude this Thanksgiving season. We are thankful for the incredible people who make up our team, the families and friends who support us, and the clients and partners who trust us to make a difference. Wishing you and yours a joyful and fulfilling Thanksgiving. #Thanksgiving2024 #Gratitude #Cheers

LeafHouse is introducing the Alta Privately Managed Alts Fund - a game-changing collective investment trust (CIT) that breaks open private investment opportunities for retirement plans. Partnering with industry leaders Apollo and Franklin Templeton, with Alta Trust as trustee, this CIT brings a bold shift to the retirement industry by offering institutions and plan participants access to private markets traditionally reserved for the few. This fund embodies our commitment to transforming the retirement landscape by enabling diversification through high-quality, alternative assets. It’s time to rethink access and empower institutions to deliver the best in private market opportunities to participants. As CEO Todd Kading said, “This fund is an important step in bringing private market opportunities to individual investors.” LeafHouse is proud to help democratize retirement investing. (Read the article below.) #RetirementInnovation #PrivateInvestments Thank you to our incredible partners! David Donahoo Steven McKay Jeff Masom, CFA®Jenny Johnson George Stephan Tripp Braillard Yaqub Ahmed Kevin Murphy Matt Foster Adam Ponder Nathan Crisenberry Stephen Ponder Steve Ulian Michael De Feo Kassandra Hendrix Todd Kading, CFP®, RF™ Michael Garberich, CFA

At this year’s LNRS 2024, the theme was "Unfiltered: The Raw Truth." Embracing the theme, LeafHouse will be sharing industry articles that reflect uncensored opinions and bold insights. Agree or disagree, we believe in supporting the free flow of ideas that challenge norms and inspire new perspectives. We are committed to the idea that true progress happens when we’re unfiltered, willing to face hard truths, and unafraid to shape the future. First up, we are featuring our colleague and friend, Scott Colangelo of Prime Capital Financial. We commend his straightforward and insightful approach – read his perspective below! He points out what he believes is #ImplicitlyWrong. #Unfiltered

Exciting news for retirement planning! LeafHouse and BlackRock have joined forces to deliver a personalized portfolio solution tailored to individual needs. This collaboration integrates advanced technology with financial expertise to help participants achieve retirement goals with a customized, accessible approach. This solution incorporates LeafHouse’s fiduciary oversight and portfolio management (via its reallocateIT technology) with iJoin’s user interface. Read the article below. Innovations that keep retirement planning both flexible and focused on the future! Matt Bartch, CFA Tina Sanchez Amanda Lewis Robert Crothers Steve McCoy Jeremy Gioia Todd Kading, CFP®, RF™ Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA James Olson National Association of Plan Advisors #RetirementPlanning #PersonalizedPortfolios #Partnership

LeafHouse teamed up with BlackRock to deliver a cutting-edge, personalized managed account program designed to streamline retirement savings for participants. By integrating LeafHouse’s fiduciary oversight and portfolio management (via its reallocateIT technology) with iJoin’s user interface, this collaboration aims to simplify retirement planning while reducing costs for employers. This is a major step toward improving participant outcomes and addressing individual needs within retirement plans. Learn more about how this collaboration is changing the game in retirement savings by reading the link below. #RetirementPlanning #401k #Personalization Matt Bartch, CFA Tina Sanchez Amanda Lewis Robert Crothers Steve McCoy Jeremy Gioia Todd Kading, CFP®, RF™ Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA James Olson 401k Specialist Magazine

LNRS 2024 is in the books. Thank you, Brian Anderson, for the excellent coverage of the LeafHouse National Retirement Symposium (LNRS) in 401k Specialist Magazine. Your insights into the event's key themes were much appreciated.   We'd also like to extend a heartfelt thank you to all attendees, speakers, and sponsors who contributed to the symposium’s success. Special thanks go to our Titanium, Platinum, and Gold sponsors: Franklin Templeton, BlackRock, MFS Investment Management, Lord, Abbett & Co. LLC, First Eagle Investments, Allianz, PGIM, and American Century Investments. Your support made the event possible and impactful for everyone involved. See the link in the comments to read the article. See you at #LNRS 2025 in October of next year. Pictured below is LeafHouse and investGrade™ CEO Todd Kading, CFP®, RF™ with Dee Snider, lead singer of Twisted Sister. #Unfiltered #TheRawTruth