We help you and your employees

make sound decisions.

Our infrastructure, tools, resources and experience are integral
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.

BEAU BEAULLIEU, Accredited Investment Fiduciary

Check us out on BrokerCheck

Beau Beaullieu

  • 2018 Greater Iberia Chamber of Commerce Civic Leadership Award
  • 2018 Top 100 Retirement Plan Advisors, by PlanAdvisor Magazine
  • 2017 Kiwanian of the Year, New Iberia Kiwanis Club
  • 2016 Member of the Leadership Louisiana Class
  • 2015 Top 100 Plan Advisors, by PlanAdvisor Magazine
  • 2014 Top 50 Plan Advisors Under 40 by the National Association of Plan Advisors
  • 2013 Top 20 under 40 Leaders In Acadiana by the Daily Advertiser and The705
  • Leadership Iberia, Class XIV
  • Former Chairman and Charter Member of the Iberia Parish Foundation
    (geographic affiliate of the Community Foundation of Acadiana)
  • Charter Member and Board Member for Bayou Mardi Gras Association
  • Iberia Cultural Resources Association Board Member
  • Iberia Parish Industrial Development Foundation Member
  • Member and Past President of the New Iberia Kiwanis Club
  • Member and former Board Member of the Greater Iberia Chamber of Commerce
  • Parishioner and Past Chairman of the Sacred Heart of Jesus Parish Council
  • Member of Council 11793 for the Knights of Columbus
  • Former South Louisiana Hugh O’Brian Youth Leadership Corporate Board of Directors President
  • Former Board Member of Acadiana Red Cross
  • Charter Member of Iberia Crime Stoppers Board of Directors
  • World Gumbo Cook Off Champion (2018, 2017, 2015)

READ FULL BIO

As partner in CoSource Financial Group, LLC, Shawn’s main role is business development of 401k Plans throughout the Gulf Coast.

SHAWN P. HARRISON, Accredited Investment Fiduciary

Check us out on BrokerCheck

Shawn P. Harrison

  • Named to the 2015, 2016 and 2017 Financial Times 401(k) Top Retirement Plan Advisors
  • Upside – Downs Co-Founder
  • W Athletic Foundation Board Member
  • South Louisiana Economic Council Member
  • Bayou Industrial Group Member
  • Bayou Chapter of Delta Waterfowl Board Member
  • Tiger Athletic Foundation Member

READ FULL BIO

As a Representative of CoSource Financial Group, LLC, Jason’s main role is the oversight and implementation of our Workplace Financial Wellness Program.

JASON DICKERSON, Representative

Check us out on BrokerCheck

JASON DICKERSON

READ FULL BIO

As representative of CoSource, Mitchel’s main role is business development of 401k Plans throughout the Gulf Coast.

MITCHEL PERTUIT, Representative

Check us out on BrokerCheck

MITCHEL PERTUIT

READ FULL BIO

CoSource’s Seven Requirements
as a Plan Sponsor:

  1. Know standards, laws, and trust provisions
  2. Diversify assets to specific risk/return profile
  3. Prepare investment policy statement
  4. Use “prudent experts” (for example, an Investment Manager)
    and document due diligence
  5. Control and account for investment expenses
  6. Monitor the activities of “prudent experts”
  7. Avoid prohibited transactions and avoid or manage other
    conflicts of interest in favor of the portfolio
Request a complimentary, no obligation retirement plan review.