3(16) Fiduciary Services

Managing a retirement plan is stressful and time intensive. Let us help.

Facts

  • As a plan sponsor, you are a fiduciary, meaning you’re held responsible for your plan’s compliance.
  • In 2017, the Department of Labor (DOL) recovered over$1.1 billion for plans found out of compliance.
  • The DOL expects plan sponsors to be experts in retirement and compliance.

The Good News

Plan sponsors can delegate liability and administrative tasks by hiring Goldleaf Partners as their 3(16) fiduciary.

Why Goldleaf?

Reduce workload and increase capacity. ­ If you’re wondering about a task, chances are we do it. Here’s a brief overview of items to review and consider.

Compliance shield backed by integrity checks. With the combination of our proprietary software and a dedicated relationship manager monitoring the details, we’re con­fident your plan is safest in our hands. ­

Peace of mind. We’ll ­fix any errors and make the right decisions that are best for the plan. And we undergo a SOC Type 2 examination each year, so plan sponsors can rest easy, knowing our processes and procedures are in check. ­

Client Flexibility.We offer a range of services and work with all employer sizes.