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Allison Leitgeb

Cleveland
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Ohio

Ali is a member of Callan's Defined Contribution Consulting team.

Allison Leitgeb is a vice president and associate consultant in Callan’s Defined Contribution Consulting group. She provides support to Callan’s DC clients, including fee analysis, investment structure evaluation, and retirement income analysis, as well as contributing to fee studies, managed account reviews, and broader DC research initiatives. 

Prior to joining Callan in October 2025, Ali worked at Schwab holding various roles in workplace services business development underwriting and pricing employer-sponsored retirement plans.  

Ali graduated with a bachelor’s degree in public finance from Indiana University, Bloomington. 

Most Recent Research

Trump Signs Alternatives Assets Executive Order
Court Affirms Dismissal of Suit Against Intel for Offering Alternatives in DC Plans
Callan 2025 DC Trends Survey: Continued Focus on Fees and Fund/Manager Due Diligence
The Newest and Final 'Fiduciary Rule'
How SECURE 2.0 Affects DC Plans
DOL Shifts Tone on Private Equity in DC Plans

In the News

P&I: 401(k) Assets in Active Fixed Income Ebb Amid Strong Passive Flows
Ignites: Avalanche of Suits Prompts Plan Sponsors to Probe Forfeitures
PlanAdviser: Large Plan Sponsors Highly Satisfied With Advisory Services
FIN News: Private Markets Still Off Target-Date Funds’ Radar: Callan Study
P&I: DC Plans Try to Retain Retirees, Ex-Employees' Assets to Gain More Bargaining Power 
P&I: Most DC Execs Oppose Alternatives Investments in Target-Date Funds

Want to reach a member of our team? Contact Callan today.

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