So Much More Than Your Average Spreadsheet Manager

Sometimes, you may need a straight answer to a straightforward question. At other times, you may require a second opinion, a way to validate your decisions. Often, you want sound advice and guidance so you can develop your direction.

Goldleaf Partners is the voice of retirement and benefit plan experience. As a forward-thinking 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.

Whether you need an objective analysis of an existing retirement plan, want to design a new plan, or have questions about ERISA issues, consult with us. We stand ready to help.

• Conduct feasibility studies
• Provide ERISA consulting, including IRS/DOL corrective program support
• Deliver expert witness testimony in ERISA litigation
• Conduct merger and acquisition analyses
• Provide 408(b)(2) compliance support including 408(b)(2) fee disclosure/conflict of interest support
• Conduct profitability analyses and business structure reviews
• Review service models and make recommendations
• Conduct staffing model assessments
• Perform fiduciary reviews
• Execute advisor analyses and implementation