Leppla Capital serves as a fiduciary to its 401(k) Plan clients. We provide the full complement of Plan services, including documenting with Minutes the actions of the Plan’s Oversight Committee and providing ERISA 404(c) financial education that goes well beyond simply providing a series of financial topic videos. We meet individually with Plan Participants regarding which of our Model Portfolios might be most suitable given their individual risk profiles.
Bruce holds the title of fi360 Accredited Investment Fiduciary. We are scrupulous in seeking satisfactory investment outcomes for Plan Participants.
