A Reputation Built on Reliability.

Keeping abreast of legislative and regulatory changes is one thing. Complying with them is quite another challenge. Goldleaf Partners excels at both.

Noncompliance with the funding rules of retirement plans, and other rules governing COBRA and FSAs can result in significant taxes and penalties. Goldleaf Partners reliably mitigates your risks and ensures that your plans are always compliant with IRS and ERISA laws, even as legal requirements evolve.

We closely monitor changing tax laws and recommend appropriate plan amendments to continually keep your plan in compliance. Chief among our services is testing to verify nondiscrimination. With all due diligence, we prepare plan reporting and government-required returns, ensure IRS Form 5500 filing, and deliver your annual report.

Avoid costly mistakes. With Goldleaf Partners, you’re always covered from every possible compliance angle.

• Prepare tax reporting.
• Propose and implement corrective measures.
• Negotiate with IRS and DOL on compliance issues.
• Update clients on regulations and communicate implications.