DEDICATED TO PLAN SPONSORS

WE WORK DIRECTLY WITH PLAN SPONSORS, ADMINISTRATORS, BUSINESS OWNERS, AND HUMAN RESOURCE MANAGERS.

401k Services

Fiduciary Services

Executive Benefits

Why Choose CoSource?

The size and scope of CoSource’s current practice and our proven history of providing expertise in servicing retirement plan clients in this rapidly changing regulatory environment make us your premier partner for qualified plans. Our infrastructure, tools, resources and experience are integral to our continued growth in the regional and national retirement plan marketplace.

LET US HELP YOU AND YOUR EMPLOYEES

MAKE SOUND DECISIONS IN THE MANAGEMENT OF RETIREMENT ASSETS.
Request a complimentary, no obligation, benchmark review of our retirement plan fees and services.