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…
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…
Business Owners Might Consider Cash Balance Plans as Part of Their Retirement Strategy
Cash balance plans are a retirement savings plan that combines…
Have You Consolidated All of Your Retirement Accounts?
The average person has 12 jobs over the course of…
The Problem With 401(k) Catch-Up Contributions for 2024
Please note update as of 8/30/2023: Two-year reprieve granted from…