• Find a Wealth Advisor
  • Client Portal
Keel Point
  • Wealth Management
  • Family Office
  • Investments and Assets
    • Investment Team
    • Investment/Asset Management FAQ
  • Corporate Benefits
  • Insights
    • Articles and Videos
    • Awards and Press Releases
    • Investment Bulletins
    • Keel Point in the News
  • About
    • Locations
    • Meet the Team
    • Philosophy / History
    • Careers
  • Contact
Select Page
Consolidated Appropriations Act removes barriers for FSA owners

Consolidated Appropriations Act removes barriers for FSA owners

by Scott Copeland | Jan 15, 2021 | Articles and Videos

On December 27, 2020, the latest COVID relief bill, the Consolidated Appropriations Act, 2021 (CCA), was signed into law. The law includes several provisions that provide relief for health and dependent care flexible spending accounts. At Keel Point, we welcome these...
Six Common Mistakes to Avoid for 401(k) Success

Six Common Mistakes to Avoid for 401(k) Success

by Scott Copeland | Sep 6, 2019 | Articles and Videos

As an Accredited Investment Fiduciary Analyst, Keel Point’s Director of Corporate Services, Scott Copeland, has advised 401(k) plans for more than 15 years. Working with Sponsors, Investment Committees, participants, and their families provides Scott a unique...

Categories

  • Articles and Videos
  • Awards and Press Releases
  • Events
  • Investment Bulletins
  • Keel Point in the News
©2021 Keel Point, All Rights Reserved
Securities offered through Keel Point Capital LLC, Member FINRA and SIPC.
Investment Advisory services offered by Keel Point, LLC an affiliate of Keel Point Capital LLC. www.sipc.org


Service Areas

Wealth Management

Family Office

Corporate Benefits

Asset Management



Keel Point

About

Meet the Team

Philosophy / History

Events

Careers



Insights

Articles and Videos

Awards and Press Releases

Investment Bulletins

Keel Point in the News



Documents & Resources

Privacy Policy

Terms of Use

Business Continuity

SEC Rule 606 Report

BrokerCheck



Disclosures

Broker-Dealer Form CRS

Registered Investment Advisor Form CRS

Regulation Best Interest Disclosure