Experience,  Vision & Strategy
Services with a Personal Touch
Company Mission

For more info on our company history, philosophy and experienced staff...           
We have identified ourselves as a leader for more than 14 years. Our strategy of growing our business one client at a time has proven to be the key to our success.

Unlike the larger pension plan providers that focus solely on volume, we commit to creating the best plan possible for each client – something made possible by the relationships we can build by being a small business.
By focusing on our clients' needs, we have invested our resources in systems and products that truly add value to our client relationships. While others have invested in automation technologies that reduce personal client contact, we invest in state-of-the-art administration software that maximizes the amount of time we can spend satisfying your retirement goals.
David G. Leonard is a credentialed actuary with over 30 years experience relating to actuarial aspects of qualified plans, specifically creative design and compliance. 
David G. Leonard and Associates provides a range of services in a manner that is cost-effective and highly flexible. We perform existing plan review; new plan design and implementation; annual administration; distribution processing; plan termination; and comprehensive compliance, including creation and maintenance of plan documents.

  • Clients receive an extraordinary level of quality service and personalized attention.  
We strive to provide a comprehensive and honest analysis of our current and prospective clients’ needs for their pension programs, ensuring that they understand and choose the best available plan options.

We build relationships with multiple investment companies, focusing on our clients’ needs impartially instead of our potential commission when we recommend an investment vehicle.

Our philosophy emphasizes continually and creatively exploring and educating ourselves on the rules of the tax code, ensuring that we find the maximum tax-deductible contribution for our clients.

We believe our strong commitment to each goal of our mission statement promotes the creation and ongoing health of pension programs for businesses and their employees - employees who might otherwise go without pension coverage.

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  • We pride ourselves on our “non-cookie-cutter” approach that enables us to creatively design retirement plans that fit each client’s individual needs
  • Our fees include government filings, trust accounting, client visits, employee meetings and annual reports.
David G. Leonard
and Associates, Inc.
Tailored Pension Plan Design & Administration with a Personal Touch
Company
Commitment
Services
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