Grinkmeyer and Leonard Wealth Management is an industry leader in providing focused, full-service defined contribution consulting services to employers looking for efficient, effective solutions as they strive to establish and maintain a highly successful retirement plan. We are one of the leading retirement specialist firms, and we seek to help numerous employers just like you to minimize fiduciary risk, enhance investment opportunities, and improve the overall plan experience.

To demonstrate our committment to becoming a major player in the retirement plan industry, we've joined forces with Retirement Plan Advisory Group, one of the largest independent consulting networks in the U.S. Our partnership with Retirement Plan Advisory Group gives us valuable resources to ensure you are getting the expert advice you need.

Maximize Plan Efficiency

Every plan sponsor has unique goals and objectives. As your dedicated consultants, Grinkmeyer and Leonard Wealth Management will create an ongoing service plan specific to your needs.

The service cycle begins with a thorough review of your plan to ensure total plan costs are relevant to the services being received. We will regularly examine your plan design with ideas to improve participation and operational efficiency.

Vendor Benchmarking Analysis^TM

Provider contract review

Provider pricing renegotiation

Plan conversion guidance

Plan design analysis and Plan Review^TM

Compliance checklist

Help Protect Against Loss

Grinkmeyer and Leonard Wealth Management helps navigate fiduciary responsibility through robust, systematic, quantitative, and qualitative investment analysis involving over 150 pages of detailed reports using 15+ industry standard analytical measurements.

Our due diligence process focuses on a cyclical approach of fund selection, monitoring, and ongoing documentation and review.

Fiduciary Fitness Program™
Investment policy statement
Fiduciary Investment Review^TM
Scorecard^SM fund ranking
Quarterly market summary
ERISA 404(a) and 404(c) guidance

Increase Participation and Diversification

Through our comprehensive communication services, we aim to help you increase employee participation, satisfaction, and understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company's 401(k) plan.

Custom investment advice
Onsite enrollment meetings
Investment education meetings
Regular client newsletters
Sample employee memos

How To Engage Our Services

Grinkmeyer and Leonard Wealth Management may be hired for retirement plan services on a consulting basis either for a specific project or for ongoing service. All of our fees are fully disclosed. It is not always necessary to move your present retirement plan in order to take advantage of our services. Trent and Valerie can also work with you by becoming the brokers of record on your existing plan and, in this case, our services are generally provided to you at no additional cost to what you're paying your current broker.

To learn more about how we strive to create successful retirement plan experiences for employers and employees, please call or e-mail us today.