401(k) Due Diligence for Acquisitions

As if the idea of an acquisition is not complicated enough, there are a handful of items to consider when acquiring another firm that is offering a 401(K) plan to its employees. Type of Sale. Is [...]

Employee Retirement Income Security Act (ERISA) is a federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry, providing protection [...]

During the latest legislative session, the Louisiana Legislature designated April as Financial Literacy Month in Louisiana. The goal of HR 120 was to bring awareness to the need for all [...]

Representatives from CoSource Financial Group were celebrated as exceptional affiliates of Avantax® Inc., a leader in tax-focused financial planning and wealth management, during the [...]

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 [...]

Owning a business and managing a workforce is more than a full-time job. This all-encompassing role comes with loads of paperwork and ever-changing compliance regulations. One such law, the Fair [...]

A fundamental part of most successful businesses is the right talent, but attracting the industry’s best can be competitive. One way for companies to stand out in this hiring environment is by [...]

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 [...]

If it’s Leap Year, it’s a Presidential Election Year—and that’s true of 2024. Get ready for the onslaught of radio and tv ads, as well as red, white, and blue yard signs and direct mail pieces. [...]

The end of the year is always busy—the holidays, the end of the school semester, and gatherings with family and friends to name a few. It’s also the time of year when many of us spend time [...]