Assurance and Reassurance - Now and Into the Future

Hand-in-hand with compliance testing is the need to test the appropriateness and viability of your retirement plans. Goldleaf Partners assesses your plans to ensure investments are protected, benefits are fairly distributed, and all legal requirements are satisfied.

As part of our assessments, we identify potential issues and suggest corrective measures to close any gaps in compliance and minimize future pitfalls.

If your plans are ever audited by the IRS or investigated by the Department of Labor, we’ll be by your side to provide assistance, working directly with examiners on your behalf and guiding you through the process.

• Conduct on-site audits of trust organizations as part of fee disclosure and conflict of interest assessments.