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  • Home
  • About Us
    • Beau Beaullieu
    • Shawn P. Harrison
    • Jeremy Callegan
    • Thomas Legendre
    • 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

Don’t Limit Your Employees to a State Retirement Plan

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 Don’t Limit Your Employees to a State Retirement Plan
0
By Jeremy Callegan
In Uncategorized
Posted September 6, 2023

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 [...]

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 2023 Louisiana Legislative Sessions Update
0
By Beau Beaullieu
In Uncategorized
Posted August 18, 2023

2023 Louisiana Legislative Sessions Update

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 [...]

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 SECURE Act 2.0 Optional Provisions
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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 [...]

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 SECURE Act 2.0 Recommended Provisions
0
By Beau Beaullieu
In Uncategorized
Posted June 6, 2023

SECURE Act 2.0 Recommended 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 [...]

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 SECURE Act 2.0 Mandatory Provisions
0
By Jeremy Callegan
In Uncategorized
Posted May 10, 2023

SECURE Act 2.0 Mandatory 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 [...]

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 SECURE Act 2.0: An Overview
0
By Beau Beaullieu
In Uncategorized
Posted March 27, 2023

SECURE Act 2.0: An Overview

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 [...]

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 Don’t Fall for ESG Investments
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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 [...]

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 Don’t Let Tax Benefits Pass By Your Business Clients
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By Beau Beaullieu
In Uncategorized
Posted March 13, 2023

Don’t Let Tax Benefits Pass By Your Business Clients

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, [...]

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