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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 [...]

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 [...]