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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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A proposed regulation was published on January 18, 2017 that will allow a safe harbor plan to use forfeitures to offset safe harbor contributions. In addition, forfeitures will be available to offset QNECs and QMACs. The proposed regulation can be found here. However, plan administrators must follow the terms of their current plan documents. Therefore,...
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