As an HR professional, you wear A LOT of hats and it can be difficult to keep all of the important dates and deadlines straight. Use this helpful guide to highlight a few of the top compliance deadlines and most-asked-about contribution limits:
Copper Leaf Financial, LLC is a fee-only, registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. We specialize in true wealth management for successful business owners and professionals seeking tax-aware, evidence-based planning. One of the firm’s main areas of focus is on providing 401k retirement plan solutions for businesses. Copper Leaf is part of a group that serves more than 1,500 retirement plans and is helping over 50,000 Americans on their journey to retirement. Our approach is based on a simple fiduciary promise: to do what’s right for you, your company and your employees, no matter what. In addition to building new plans we offer employers with existing retirement plans a complementary second opinion on the health of their plan. Click here to get started.