Corporate 401K and Profit Sharing Plans: Comprehensive Services
At Leonhardi Investment Management, we work with you to tailor a 401k or Profit Sharing Plan that is effortless to administer while offering quality choices at a competitive price. We serve as plan fiduciaries and will always place our client's interest first.

In our role as an independent investment advisor, we will coordinate: plan design, administration, investment education and ongoing monitoring of investment choices. Let us do the detail work, and you can direct your staff resources to running your business - not your 401k.

Leonhardi Investment Management Can help make your 401(k) plan a success by:
• Capitalizing on your objectives with skillful plan design
• Educating your employees to maximize participation
• Relieving your staff of 401k-related questions thus improving productivity
• Offering a quality retirement benefit for recruiting and retaining employees

Investments - Meet Fiduciary Obligations and Provide Quality Choices
We will focus on investment issues and helping you fulfill your fiduciary responsibility with: mutual fund selection, employee education, performance reporting, ongoing monitoring of funds, group and individual participant consultations. We will select a minimum of ten mutual funds for your Plan with a broad range of investment styles that offer a good blend between risk and return. Investment alternatives and educational material are structured along the guidelines of ERISA Regulation 404(c) Safe Harbor provision. In compliance with the 2006 Pension Protection Act guidelines, we serve as fiduciaries to your plan and will place the interests of the participants first.

Since we are an independent
money management firm and do not receive payment in the form of commissions, our investment advice is always unbiased. We will only recommend funds suitable to your plan participants and, at our collective discretion, replace funds in response to changes in the performance or management of each fund.

Administration - Managing the Details of Your Plan
We will seamlessly integrate our services with an accredited third party pension administrator. These experienced specialists will be responsible for: plan design (traditional, integrated, age-weighted, new comparability, etc), daily valuation (participants can access account information and make changes “24/7” on the Internet or a toll-free phone number), testing (ADP/ACP, top heavy, etc.), government reporting (Form 5500, etc.), electronic data transmission, customized statements, participant level reporting, loans, withdrawals, self-directed accounts, etc.

Custodian - Safeguard Your Assets
Your plan assets will be held at Fidelity Investment Advisor Group or a custodian of your choice. Fidelity’s years of experience and commitment to technology help ensure that your assets are properly safeguarded and trade instructions are reliably executed. In addition to the Fidelity Family of funds, you will have access to hundreds of high-quality non-Fidelity Mutual funds. Fidelity is only serving as custodian in this relationship.

Service - Seamless Transfer and Conversion of Your Existing Plan
We work with the custodian and Third Party Administrator as a team to provide your company with the best service available for your 401k. We have chosen these professionals based on their experience, proven track record, exceptional service and ability to provide a smooth conversion when transitioning existing plans.

Call us at 1-800-268-3467
for a complimentary analysis of your existing plan and we will quote you a competitive proposal.

Click here to learn about our consulting services to bring your present plan in compliance with the new provisions of the 2006 Pension Protection Act.