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Established in 2003, Goldleaf Partners services hundreds of retirement plans representing billions of dollars in assets and provides support and industry expertise to plan sponsors of all sizes. Our business model offers a convenient – yet personalized – approach to business for both financial advisors and plan sponsors.
The breadth of experience coupled with in-depth industry knowledge sets our staff apart from other service providers. In addition to defined contribution plans, we provide service and support to 403(b) and 457 plans, church plans, prevailing wage plans, employee stock ownership plans (ESOPs), defined benefit plans, including cash balance plans, and non-qualified executive deferred compensation plans.
The staff at Goldleaf Partners are specialized and highly recognized in areas specific to plan administration, technical consulting, retirement plan law, business taxation, public accounting, auditing, and human resources. This expertise, coupled with the diverse set of integrated services, establishes a level of honesty and prudency delivered by the industry professionals on our staff.
Michael is the founder and chief executive officer of Goldleaf Partners. He leads the strategic direction and development of the firm, drawing from his 25 years of experience in accounting, taxation, and employee benefits.
Bob is the Vice President, National Sales Director at Goldleaf Partners. He manages the sales team and forms alliances with vendors, recordkeepers, and investment company partners.
As Client Relationship Director, Carol is responsible for developing relationships that exceed expectations among her managers, their retirement clients, and fellow employees.
Final regulations regarding fees and expenses incurred by retirement plans were…
In the recent past, Goldleaf Partners has observed a great deal of interest…
The DOL now requires all brokers or financial advisors to provide the required…
As one of our partners, you are also one of our clients. We strive to help you grow your business while remaining your most engaged and responsive partner.
