Press Release

Brainerd, MN-June 23, 2011

Goldleaf Partners (GLP) is pleased to announce it has received approval from the Internal Revenue Service (IRS) to become a program sponsor of continuing professional education (CPE) credits for Enrolled Retirement Plan Agents (ERPA). Becoming an ERPA CPE sponsor is an exciting addition to the Goldleaf Partners educational program. The addition of the ERPA CPE to their robust instructional platform enables Goldleaf Partners to support a wide variety of retirement industry professionals in meeting their continuing education needs, including financial advisors, pension professionals, Certified Public Accountants (CPA) and now Enrolled Retirement Plan Agents.

Since 2009 the IRS has offered the ERPA designation to professionals working in the retirement plan industry. The ERPA designation enables the holder to represent clients before the IRS on certain retirement plan matters. The IRS holds an ERPA designee to high standards of continuing education, requiring 72 hours of CPE credit for each three year enrollment renewal cycle. Individuals holding an ERPA designation are able to obtain CPE credit only from sponsors who are approved by the IRS as a provider of ERPA CPE credits. Goldleaf Partners is pleased to join an elite group of approved ERPA CPE providers nation wide.

Earlier in 2011, Goldleaf Partners was approved as a registered sponsor on the National Registry of CPE Sponsors. This approval allowed Goldleaf Partners to provide continuing education opportunities to CPAs. Goldleaf Partners is also an approved continuing education provider to financial advisors.
Goldleaf Partners is a leading independent retirement and employee benefit consulting and administration firm that provides sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors developing and maintaining effective plan design and retirement sales strategies. Goldleaf Partners has Sales and Service centers located in Missouri and Arizona with its corporate headquarters located in Minnesota.

For more information please visit our website at www.goldleafpartners.com or inquire at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 866.882.8442.

Press Release

GOLDLEAF PARTNERS OPENS REGIONAL SALES AND SERVICE OFFICE
Bloomington Minnesota, November 11, 2010

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, announced today the expansion of their Regional Sales and Service Center in their Twin Cities Office and the hiring of John Selander, QKA, as Client Relationship Manager.

Due to the growth and expansion of its retirement services, Goldleaf Partners is pleased to announce the expansion from downtown Minneapolis to Bloomington, Minnesota. The Bloomington Office is home to the upper Midwest Sales staff, the Consulting and Corporate ERISA Attorney staff and the Employee Benefits Administrative staff. The new space provides additional offices and an expanded meeting room capability.

Mr. John Selander joins the Goldleaf Partners team of professionals with over 12 years of defined contribution retirement plan administration experience. His background includes consulting on all phases of plan design, implementation, conversion and administration of defined contribution plans. Mr. Selander graduated from the University of Minnesota and has earned the ASPPA (American Society of Pension Professionals and Actuaries) QKA (Qualified 401(k) Administrator) distinction.

In his new position, Mr. Selander will be responsible for developing and maintaining relationships with Goldleaf Partners clients and financial advisors, compliance testing, government filings and all year-end reports for the client's retirement plan.
Mr. Selander brings with him an understanding of building and maintaining relationships with clients, and a breadth and depth of knowledge of Defined Contribution Plans and their plan documents. "I am very pleased that John has joined our Goldleaf Partners team", said Heather Windjue, Vice President, Chief Operating Officer of Goldleaf Partners, "John's strong background in Defined Contribution Plans, and desire to help clients with their retirement plans will add strength to our retirement plan design and services."

About Goldleaf Partners

Goldleaf Partners is a leading independent retirement and employee benefit consulting and administration firm that provides sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors developing and maintaining effective plan design and retirement sales strategies. Goldleaf Partners corporate headquarters is located in Brainerd, MN with Sales and Service Centers located in Bloomington MN, St. Louis, MO and Phoenix, AZ. For more information please visit our website at www.goldleafpartners.com or inquire at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 866.882.8442.

Press Release

GOLDLEAF PARTNERS OPENS REGIONAL SALES AND SERVICE OFFICE
St. Louis Missouri, September 22, 2010

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, announced today the opening of a Regional Sales and Service Center in St. Louis, MO and the hiring of Patricia Daiber, CRPS, as the Regional Sales Director of the St. Louis Office.
Due to the growth and expansion of its' retirement services, Goldleaf Partners is pleased to announce the addition of the St. Louis, Missouri office and the hiring of Patricia Daiber, as Regional Sales Director.

Ms. Daiber joins the Goldleaf Partners team of professionals with over 20 years of experience in sales and business development. Her background includes retirement plan sales and service with Third Party Administrators, Financial Advisors, and other retirement plan wholesalers. Ms. Daiber has earned numerous distinctions including the CRPS, Chartered Retirement Plans Specialist from the College for Financial Planning, and the ASPA (American Society for Public Administration) Designation PA-1 and C-1.

In her new position, Ms. Daiber will be responsible for identifying and developing sales opportunities as well as providing support for key clients and partners in the lower-midwest region located in the St. Louis, MO area.

Ms. Daiber brings with her a firm skill set of developing and maintaining relationships with clients. She has a keen understanding of Defined Contribution Plans and the intricacies of plan documents and compliance testing needed for the sustainability of retirement plans. "She is a strong addition to our sales team and I am looking forward to Patricia being a part of the Goldleaf Partners family." Stated Naomi Y. Hanson-Galema, Vice President, Sales and Marketing of Goldleaf Partners.

About Goldleaf Partners

Goldleaf Partners is a leading independent retirement and employee benefit consulting and administration firm that provides sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors developing and maintaining effective plan design and retirement sales strategies. Goldleaf Partners corporate headquarters is located in Brainerd, MN with Sales and Service Centers located in Minneapolis, MN, St. Louis, MO and Phoenix, AZ. For more information please visit our website at www.goldleafpartners.com or inquire at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 866.882.8442.

PRESS RELEASE

TRIO OF INDUSTRY LEADERS JOINS GOLDLEAF PARTNERS

Minneapolis Minnesota, September 22, 2010

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, announced today the hiring of 3 industry leaders to join their professional staff.

• Lori Carignan, was named Director of Employee Benefits Administration,
• Naomi Y. Hanson-Galema, a Certified Retirement Counselor, CRC, was named as Vice President, Sales and Marketing, and
• Mike Tschider, J.D., was named as Director of Consulting.

Ms. Carignan joins the Goldleaf Partners team of professionals with over 15 years of expertise in managing health and welfare plan designs and implementation, payroll administration and human resource experience. Carignan graduated from the University of Minnesota, Duluth, with a Bachelor's Degree in Business Administration and a concentration in Human Resources. Carignan studied abroad and attended the University of Birmingham, England. She is active in a number of professional organizations including the Employers Association (EA), Twin Cities Human Resources Association (TCHRA) and South West Metro Human Resources Group (SWMHR).

In her new position, Ms. Carignan will oversee the Employee Benefits Operations and customer Services for Cafeteria Plan administration and COBRA administration.

Ms. Hanson-Galema joins the Goldleaf Partners team of professionals as a visionary leader with strength and experience in building and managing relationships with over 20 years of demonstrated sales experience. She began her career in the financial services industry as Vice President of Sales managing top tier clients and has held various advanced sales and marketing positions at several companies in the financial services industry.

In her new position, Ms. Hanson-Galema will assume primary responsibility for building and managing relationships with financial advisors, brokers, and Goldleaf Partners' recordkeeping partners.

Mr. Tschider joins the Goldleaf Partners team of professionals as an experienced and certified pension professional with over 10 years of retirement plan and employee benefit expertise.

Mr. Tschider began his career in the financial services industry as a Trust Officer in the retirement services area for a national bank, and was a corporate ERISA attorney for both a national recordkeeper and a regional TPA firm. Mr. Tschider has worked directly with financial advisors and institutional clients as a trusted technical resource for all aspects of their qualified retirement plan and IRA business.

Mr. Tschider holds degrees in Accounting and Law from the University of North Dakota. In addition, he has obtained the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries, and has completed coursework in the retirement services area from the American Bankers Association.

"I am very pleased to announce the addition of these hires to our leadership team at Goldleaf Partners", said Heather Windjue, Vice President, Chief Operating Officer. "The breadth and depth of their experience adds strength to our knowledgeable team. I am excited to have a team in place comprised of highly dedicated and experienced individuals focused on the goal of serving our customers while expanding our company's growth and knowledge in the industry."

About Goldleaf Partners

Goldleaf Partners is a leading independent retirement and employee benefit consulting and administration firm that provides sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors developing and maintaining effective plan design and retirement sales strategies. Goldleaf Partners corporate headquarters is located in Brainerd, MN with Sales and Service Centers located in Minneapolis, MN, St. Louis, MO and Phoenix, AZ. For more information please visit our website at www.goldleafpartners.com or inquire at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 866.882.8442.