Combining High Touch With High Tech For Higher Levels of Service

When it comes to plan administration, Goldleaf Partners delivers the best of customer care and cutting edge technology. You’ll appreciate our hands-on attentiveness and staff accessibility complemented by state-of-the-art systems and software.

Many plans have highly technical elements, and we support them reliably with advanced information technology, software capabilities, and technical expertise. Providing an ideal balance between personal service and technical prowess ensures the prompt, accurate administration of your plan — consistently.

Invest your energies in your organization’s revenue-generating activities, and leave the detailed administrative duties of your plan management to Goldleaf Partners.

• Provide ShareFile, a secure data-sharing program for efficient, password-protected data exchange
• Perform all plan administration requirements
• Process loan, hardship, and termination distributions
• Prepare benefit calculations and distribution forms
• Prepare plan sponsor reports, including annual allocations reports
• Dispose of forfeitures pursuant to employer instructions

We complete all required compliance testing, including

• ADP/ACP tests
• Top-heavy tests
• 402(g) tests
• 415 tests
• 410(b) tests