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As tax season approaches, business owners have a unique set of responsibilities and opportunities regarding their employer-sponsored retirement plans. Proper management of these plans can not [...]

Now that the New Year has arrived, many of us reflect on the previous year, reevaluate our goals, and set resolutions to improve different areas of our lives. One of the most crucial areas to [...]

In 2024, the Louisiana State Legislature convened into an Organization Session and adjourned on Jan. 8. The First Extraordinary (Special) Session began on Jan. 15 and ended on Jan. 19, [...]

The SECURE Act 2.0 is a major piece of retirement reform legislation designed to improve and expand access to retirement savings for Americans. Passed in 2022 as a follow-up to the original [...]

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 [...]

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 [...]