A Matter of Record

Essential to your retirement plan is your plan document — the written legal evidence describing the specific provisions of your plan. According to the U.S. Department of Labor, “To qualify, the plan you set up must be in writing and must be communicated to your employees. The plan’s provisions must be stated in the plan.”

Goldleaf Partners ensures that this critical document and all administrative documents and government reports are handled with the greatest attention to detail. Not only do we prepare your Plan Document and Summary Plan Description, but we also file all necessary administrative and IRS-required forms.

As tax laws change, we assess the impact on you, reviewing your plan documents and ensuring they always remain current.

Goldleaf Partners will

• Prepare the plan document/adoption agreement
• Prepare the Summary Plan Description
• Prepare required plan amendments
• Document internal operational procedures, and
• Develop disclosure materials.