• Home
  • About Us
    • Beau Beaullieu
    • Shawn P. Harrison
    • Jeremy Callegan
    • Chase Buteaux
    • David W. Briley
    • Jason Dickerson
    • Mitchel Pertuit
  • Services
    • 401(k) Services
    • Fiduciary Services
    • Executive Benefits
    • Financial Wellness For The Workplace
  • Blog
  • Login
    • Voya 401k Access
    • John Hancock 401k Access
    • Empower 401k Access
    • Fidelity 401k Access
    • American Funds 401K Access
    • Access Your Brokerage Account
    • RSG 401k
    • July 401k
    • Nationwide
  • Contact Us
  • Check Us Out on Broker Check
  • Home
  • About Us
    • Beau Beaullieu
    • Shawn P. Harrison
    • Jeremy Callegan
    • Chase Buteaux
    • David W. Briley
    • Jason Dickerson
    • Mitchel Pertuit
  • Services
    • 401(k) Services
    • Fiduciary Services
    • Executive Benefits
    • Financial Wellness For The Workplace
  • Blog
  • Login
    • Voya 401k Access
    • John Hancock 401k Access
    • Empower 401k Access
    • Fidelity 401k Access
    • American Funds 401K Access
    • Access Your Brokerage Account
    • RSG 401k
    • July 401k
    • Nationwide
  • Contact Us
  • Check Us Out on Broker Check

Archives

Author Archive for: "Sharrison"
Home » Archives for Shawn Harrison
 The Impact of the Social Security Fairness Act on Employees’ Benefits
0
By Shawn Harrison
In Uncategorized
Posted March 3, 2025

The Impact of the Social Security Fairness Act on Employees’ Benefits

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 [...]

READ MORE
 Unlocking the Future: Why Setting Up an Employer-Sponsored Retirement Plan Before 2025 Is a Smart Move
0
By Shawn Harrison
In Uncategorized
Posted October 2, 2024

Unlocking the Future: Why Setting Up an Employer-Sponsored Retirement Plan Before 2025 Is a Smart Move

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 [...]

READ MORE
 Understanding Your Fiduciary Responsibility: A Key to 401(k) Plan Success
0
By Shawn Harrison
In Uncategorized
Posted May 3, 2024

Understanding Your Fiduciary Responsibility: A Key to 401(k) Plan Success

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 [...]

READ MORE
 Know the Difference between a Traditional 401(k) and a Roth 401(k)
0
By Shawn Harrison
In Uncategorized
Posted February 5, 2024

Know the Difference between a Traditional 401(k) and a Roth 401(k)

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 [...]

READ MORE
 What’s So Great About a Rollover?
0
By Shawn Harrison
In Uncategorized
Posted October 10, 2023

What’s So Great About a Rollover?

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 [...]

READ MORE
 SECURE Act 2.0 Optional Provisions
0
By Shawn Harrison
In Uncategorized
Posted July 5, 2023

SECURE Act 2.0 Optional Provisions

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 [...]

READ MORE
 Don’t Fall for ESG Investments
0
By Shawn Harrison
In Uncategorized
Posted March 13, 2023

Don’t Fall for ESG Investments

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 [...]

READ MORE
Lafayette, LA | New Iberia, LA | Thibodaux, LA | Sour Lake, TX
COSOURCE FINANCIAL GROUP, LLC | P.O. Box 51305 | Lafayette, LA 70505 | Toll Free: (877) 401-K911 | Local: (337) 606-9860

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Comit Developers for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.

Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
PRIVACY POLICY | SITEMAP
Powered by Comit Developers. All Rights Reserved. ©2015 CoSource Financial Group, LLC