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401K Services

Independent Non-proprietary 401K Recordkeeping Platforms

Our expertise is used to define your plan’s goals and match the services required to our suite of providers and choose a platform that meets your needs, without prejudice, using our custom RFP process. We provide independent fee-based insurance-based or mutual-fund based retirement plan platforms with access to thousands of mutual funds....FULL FEE DISCLOSURE!

Qualified Plan Services

CoSource is a pioneer in retirement plan industry. Their reputation in servicing ERISA plans is unprecedented. CoSource not only provides expertise to consult on corporations retirement plan design, but also provides the 'boots on the ground' to implement needed strategies. From investment selection and monitoring to vendor benchmarking and employee education, we will work one-on-one to positively affect an employer / employee’s retirement outcome by providing:

  • Retirement Plan Design Evaluation
  • Retirement Plan Benchmarking Review
  • Independent Vendor Search
  • Employee Education Program Development and Implementation
  • Active, One-On-One Employee Education
  • Government Updates and Regulatory Change Management