Don’t Limit Your Employees to a State Retirement Plan

As part of SECURE Act 2.0, passed in late December 2022, Eligible Automatic Contribution Arrangement is required for 401(k) and certain 403(b) plans in plan years after December 31, 2024. Such [...]

In 2023, the Louisiana State Legislature convened into an Extraordinary (Special) Session on Monday, Jan. 30 and adjourned on Friday, Feb. 3. The legislators went into their regularly [...]

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 [...]

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 [...]

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 [...]

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law 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 [...]

It’s too common in our profession that business owners search for tax deductions after receiving their tax bill. By that time, it is typically too late for anything to be done for that tax year, [...]