Qualified Charitable Distributions: A Smart Way to Give
At Copper Leaf Financial we believe that tax-efficient philanthropy can…
Top 5 Considerations for Open Enrollment: Review Your Company Benefits
Open enrollment is your opportunity to thoroughly review your company’s…
Retirement Accounts Explained: Clearing up the Uncertainty
There are many types of retirement accounts, and each has…
Solo 401(k) Plans for Owner-Only Businesses
What is a Solo 401(k)?A Solo 401(k) is for owner-only…
Boosting Profits and Savings: 5 Tax Strategies for Business Owners
For business owners, striking a balance between operating costs and…
Maximize Your Savings: Tax Credit Opportunities for New 401(k) Plans
Retirement planning is essential to your future financial security, and…
The Cost of Financial Stress
For employers, there is much to be gained from helping…
The Future of 401(k) Plans
In a recent article from ALM Benefits Pro Scott Wooldridge…
2024 Compliance Calendar for 401k Plans
Click here to view our compliance calendar for 2024 which…
Evaluating the Health of Your Company’s Retirement Plan
As you look back on 2023, how effective was your…
How Does Your Company’s 401(k) Plan Compare?
Happy New Year! There is no better time than right…
Is it Time for a Fiduciary Review of Your Company’s Retirement Plan?
To help keep your retirement plan operating as it should,…