Goldleaf Partners - Payroll, Retirement Plan, and Employee Benefit Plan Consulting and Administration Services

Consulting Services

Sometimes you just need a straight answer to the most complex ERISA question. At other times, you may desire expert-level ERISA support to validate your decisions or sound advice and guidance to point you in the right direction. We do that.

Whether you need an objective analysis of an existing retirement or employee benefit plan, need assistance in solving the most complex ERISA issues, or are looking for a partner to help execute the latest ERISA development, consult with us. We can help you.

Goldleaf Partners is the voice of experience, from retirement and benefit plans to COBRA and payroll. As a forward-thinking employee benefits consulting firm, we offer strategic expertise to employers and practitioners alike. Our ability to understand the complexities and implications of tax law makes us a valuable partner to hundreds of clients.

Our ERISA consulting team has broad experience in all aspects of the retirement and employee benefits industry. The following is a snapshot of the advanced ERISA services we offer to employers and their advisors:

  • 408(b)(2) compliance support including 408(b)(2) fee disclosure benchmarking and assessment
  • Plan correction consulting, including IRS/DOL corrective program support
  • Employee benefit plan merger and acquisition analyses
  • Nonqualified plan design and consulting
  • ERISA Welfare Benefit Wrap Plan Design
  • Multiple Employer (MEP) plan design and consulting
  • ERISA education including technical updates, customized training, and on-demand technical support

Our talented staff is what makes us great…

  • Heather N. Windjue, QKA, Vice President, Chief Operating Officer

    Heather drives the development of the company’s overall operations and service offering by focusing how to make a difference in the lives of every person and company Goldleaf Partners serves.

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Whether you need our assistance with a one-time issue or for ongoing consulting services, the Goldleaf Partners ERISA Consulting Team is here to help.

Our institutional consulting services can help you build business relationships by developing market differentiators for your brand.

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P.O. Box 806, Brainerd, MN 56401
218.824.6119