make sound decisions.
to our continued growth in the regional and national retirement plan market place.
THE COSOURCE DIFFERENCE
Lower plan expenses, thorough fiduciary governance, proactive participant interaction and improving retirement outcomes have always been the drivers behind CoSource’s success.
As a partner in CoSource Financial Group, LLC, Beau specializes in the implementation, maintenance and ongoing service of qualified retirement plans.
As a partner in CoSource Financial Group, LLC, Beau specializes in the implementation, maintenance and ongoing service of qualified retirement plans.
As A partner in CoSource Financial Group, LLC, Shawn’s main role is business development of 401k Plans throughout the Gulf Coast.
As A partner in CoSource Financial Group, LLC, Shawn’s main role is business development of 401k Plans throughout the Gulf Coast.
As An Advisor With CoSource, Jeremy Specializes In The Implementation Or Acquisition Of Corporate Sponsored Retirement Plans.
As An Advisor With CoSource, Jeremy Specializes In The Implementation Or Acquisition Of Corporate Sponsored Retirement Plans.
As financial advisor in CoSource Financial Group, LLC, Thomas has a lead role in maintaining and servicing the firm’s vast client base.
As financial advisor in CoSource Financial Group, LLC, Thomas has a lead role in maintaining and servicing the firm’s vast client base.
As A financial planner and retirement plan specialist in CoSource Financial Group, LLC, Dave leverages his years of investment experience to offer various types of investments to his clients.
As A financial planner and retirement plan specialist in CoSource Financial Group, LLC, Dave leverages his years of investment experience to offer various types of investments to his clients.
As representative of CoSource, Mitchel’s main role is business development of 401k Plans throughout the Gulf Coast.
As representative of CoSource, Mitchel’s main role is business development of 401k Plans throughout the Gulf Coast.
As A Representative Of CoSource Financial Group, LLC, Jason’s Main Role Is The Oversight And Implementation Of Our Workplace Financial Wellness Program.
As A Representative Of CoSource Financial Group, LLC, Jason’s Main Role Is The Oversight And Implementation Of Our Workplace Financial Wellness Program.
CoSource’s Seven Requirements
as a Plan Sponsor:
as a Plan Sponsor:
- Know standards, laws, and trust provisions
- Diversify assets to specific risk/return profile
- Prepare investment policy statement
- Use “prudent experts” (for example, an Investment Manager)
and document due diligence
- Control and account for investment expenses
- Monitor the activities of “prudent experts”
- Avoid prohibited transactions and avoid or manage other
conflicts of interest in favor of the portfolio
- Know standards, laws, and trust provisions
- Diversify assets to specific risk/return profile
- Prepare investment policy statement
- Use “prudent experts” (for example, an Investment Manager)
and document due diligence - Control and account for investment expenses
- Monitor the activities of “prudent experts”
- Avoid prohibited transactions and avoid or manage other
conflicts of interest in favor of the portfolio