Why Integrate?

When clients integrate their services with us, they experience less liability, less stress, less work, and more time, more efficiency, more peace of mind. Goldleaf Partners will manage the chaos and make your life easier.

Redefining Easy

We provide one seamlessly integrated package of all our services so you can experience a simpler work life.

Minimize Liability

Feeling weighed down by risk and liability? Let us lighten that load.

By providing 3(16) fiduciary administration, clients are no longer the sole fiduciary for their plan. We join the team and help alleviate risk and reduce liability. We monitor for top issues identified by the IRS regarding administration, review carefully for errors, and help correct them if any are found.

Increase Compliance

We like to follow the rules. Rest easy knowing every i is dotted and every t is crossed.

When integrating payroll and retirement, 7 of the 12 most common compliance issues found by the IRS in 401(k) audits are eliminated. With 3(16) fiduciary services, we also take on the day-to-day administrative tasks that can be the cause of compliance errors – providing a complete package with peace of mind.

Reduce Workload

Isn’t entering data multiple times fun? We don’t think so.

Clients enter data once when they integrate payroll into their retirement plan with Goldleaf Partners. And those tedious day-to-day administrative tasks? We’ll handle them with our 3(16) fiduciary services, increasing employee capacity for higher priority projects.

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