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The recent passage of the Social Security Fairness Act marks a significant milestone for millions of public sector retirees. This landmark legislation, signed into law on January 5, 2025, repeals [...]

In today’s competitive job market, offering a robust benefits package is essential for attracting and retaining top talent. One of the most valuable benefits you can provide is an [...]

In the realm of retirement planning, 401(k) plans stand as pillars of financial security for millions of Americans. These employer-sponsored retirement accounts offer a powerful tool for [...]

At CoSource Financial Group, we work with dozens of business owners and HR directors who are familiar with the differences between traditional 401(k) plans and Roth 401(k) plans, but the [...]

Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds [...]

In late December 2022, Congress passed the Consolidated Appropriations Bill (2023) that included provisions of a retirement bill now known as SECURE Act 2.0. The focus of the bill is [...]

Background In November, the U.S. Department of Labor announced a final rule that allows retirement plan fiduciaries to consider climate change and other environmental, social, and governance [...]