COUNT ON US

For all of it. With retirement, 3(16) plan administration and payroll integration from Goldleaf Partners, your responsibilities are reduced significantly. Combine these services and watch your to-do list shrink.

Responsibilities without Goldleaf Payroll and Retirement Integration

Investment choices

Corporate decisions

Plan design

Calculation of contributions & forfeitures

Participant notices

Compliance testing

Preparation of annual reports

Form 5500

Audit support

IRS Forms 1099-R or 945, as needed

Hardships

Terminations

Loans

Qualified domestic relations orders (QDROs)

Eligibility

Summary plan descriptions

Required minimum distributions

Vesting

Rollovers

Distributions

Enrollment materials

Annual employee notices

Payroll processing

Tax depositing and filing

Quarterly filing

Annual filing

Retirement reporting and compliance review

Responsibilities with Goldleaf Payroll and Retirement Integration

Investment choices

Corporate decisions

Plan design

Calculation of contributions & forfeitures

Participant notices

Compliance testing

Preparation of annual reports

Form 5500

Audit support

IRS Forms 1099-R or 945, as needed

Hardships

Terminations

Loans

Qualified domestic relations orders (QDROs)

Eligibility

Summary plan descriptions

Required minimum distributions

Vesting

Rollovers

Distributions

Enrollment materials

Annual employee notices

Payroll processing

Tax depositing and filing

Quarterly filing

Annual filing

Retirement reporting and compliance review

When the IRS performs an audit, they find the answers to these questions for many businesses are “NO”. By simply letting Goldleaf Partners handle retirement and payroll plans, clients can rest easy knowing their answers are “YES”.