Goldleaf Partners Blog

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Adam Williams Joins Goldleaf Team as Regional Sales Director

We are pleased to announce Adam Williams recently joined the Goldleaf Partners team as a Regional Sales Director. Adam will work with financial advisors and recordkeepers to bring retirement plan solutions to plan sponsors in central and western Texas, including Fort Worth, Austin, and San Antonio. With over 5 years of experience in the retirement...
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Retirement Plan Self-Correction Updates

On April 19, 2019, the IRS provided new correction alternatives for qualified plans by updating its Employee Plans Compliance Resolution System (EPCRS) in Revenue Procedure 2019-19. The self-correction program (SCP) was expanded to include corrections that were previously only available under the voluntary correction program. The new options for SCP include corrections for certain loan...
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Bank of New York Mellon Class Action Notifications

Many plan sponsors are receiving postcard or letter notices about a class action settlement. This is related to the possible settlement over a 22 year period (January 1, 1997 through December 20, 2018) regarding foreign currency exchange services provided by Bank of New York Mellon (BNYM). You can find full details here. We’ve put together...
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