Click here to view our compliance calendar for 2024 which includes important administrative dates and deadlines for retirement plans with calendar-year plan years. The new year is also a good time to consider benchmarking your current plan and ensure that your plan’s service providers are still providing value. Read more.
Contact us today for assistance, additional ideas and best-practice advice. Copper Leaf Financial can strategize ways to measure your 401(k) plan and help to enhance your valuable employee benefit.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Recipients should not act on the information presented without seeking prior professional advice.