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Many plan sponsors are receiving postcard or letter notices about a class action settlement. This is related to the possible settlement over a 22 year period (January 1, 1997 through December 20, 2018) regarding foreign currency exchange services provided by Bank of New York Mellon (BNYM). You can find full details here. We’ve put together...
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Due to the Bipartisan Budget Act, changes to the hardship withdrawal rules for 401(k) and 403(b) plans will become available for plan years beginning on or after January 1, 2019. The three main changes are summarized below. A plan is no longer required to suspend a participant’s deferrals for six months following the hardship withdrawal....
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Suzan Hall recently joined the Goldleaf Partners team as a Regional Sales Director, covering Washington DC, Maryland, Virginia, and Tennessee. In her role, Suzan partners with financial advisors and recordkeepers to bring complete retirement plan solutions that make life easy for plan sponsors. She brings over 15 years of experience in the retirement industry to...
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We are pleased to announce Stacey Gruber joined the Goldleaf Partners team on Monday, February 26, as a Regional Sales Director. In this role, Stacey will partner with advisors and recordkeepers to bring integrated employer services, including retirement plan administration, payroll processing, and 3(16) fiduciary support to clients across Ohio, Kentucky, and West Virginia. Stacey...
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We are pleased to announce that Julie Berardini is joining the Goldleaf Partners team on Monday, October 2, as a Regional Sales Director. In this role, Julie will partner with industry-leading advisors and providers across Colorado, Kansas, Missouri, Utah, Wyoming, and Montana to bring customized solutions to clients. Julie has 31 years of industry experience,...
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The IRS has announced relief for those impacted by Hurricane Harvey and Hurricane Irma. Sponsors whose principal place of business is based in the disaster areas impacted by Hurricane Harvey whose Form 5500 would have been due (including extension, if filed) between August 23, 2017 and January 31, 2018 now have until January 31, 2018...
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Goldleaf Partners is pleased to announce we are growing our presence in the Northeast and New England states with the addition of Antonio Duarte and Jeremy Messinger to our team of Regional Sales Directors.  Both will start on Monday, May 8. Duarte previously worked at Fiduciary Investment Advisors as a consultant. He brings 18 years...
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After receiving 1,001 comments and 20 petitions before the close of the 15-day comment period, the DOL has released a 63-page final regulation. The news? The DOL has officially extended the April 10, 2017 date for the fiduciary rule by 60 days to June 9, 2017. In addition, the amendments to prohibited transaction exemption 84-24,...
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The Department of Labor has officially proposed a regulation to extend the applicability date of the fiduciary regulation by 60 days. This means the April 10, 2017 deadline is still in place. If this proposed rule, as written, becomes final before April 10, 2017, the effective date for the fiduciary rule will be delayed until June...
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We are pleased to announce Andy Pooser has joined Goldleaf Partners as the regional sales director for the Southeast. Pooser joins our team with a thorough understanding of the industry. With 20 years of experience in recordkeeping and third-party administration, he brings a wealth of knowledge to this role as he supports our partners. Pooser...
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