Is it Time for a Fiduciary Review of Your Company’s Retirement Plan?
To help keep your retirement plan operating as it should,…
Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024
In a recent article from www.plansponsor.com REMY SAMUELS explores what…
4 Financial Best Practices for Year-End 2023
With so many year-end tasks to attend to it’s difficult…
SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice
In a recent article from SHRM, Kathy Gurchiek explores the…
What You Can Do Now to Prepare for the FAFSA 2024-25 Application
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…
401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?
In the event of an audit, it is critical that…
401(k) Plan Sponsors Should Be Prepared When a Cybersecurity Issue Occurs
In a recent article from www.plansponsor.com ELIZABETH HARRIS shares some…
Ashlee Solarczyk CFP®, CWS® Joins Copper Leaf Financial
WILLISTON, Vt., October 16, 2023 – Ashlee Solarczyk has joined…
Retirement Plan Benefits: Unlock Employee Potential with a Total Rewards Program
Employers are adding holistic benefits and introducing programs designed to…
What Does New Hollywood Film Teach Us About Get Rich Quick Stories?
The new Pete Davidson and Seth Rogen film Dumb Money…
4 Reasons Why Plan Fiduciaries Should Benchmark Their Company’s Retirement Plan This Year
How does your company’s plan compare to the rest? Benchmarking…
401(k) Plan Sponsors: Tips for Not Overwhelming Employees during Open Enrollment
In a recent article from www.plansponsor.com Remy Samuels has outlined…