COUNT ON US

For all of it. With payroll data integrated into your retirement plan and 3(16) plan administrator services, your responsibilities are reduced significantly.

Retirement Responsibilities without Goldleaf

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

Retirement Responsibilities with Goldleaf

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