Jeremy Callegan - Accredited Investment Fiduciary

Jeremy Callegan

Jeremy began his career in the retirement plan industry in 2007 with a local third party administration firm, where he became an expert in implementing and maintaining corporate sponsored retirement plans. As a TPA, his focus was on the compliance aspects of running a retirement plan, including plan design, non-discrimination testing and annual Form 5500 preparation. Using the knowledge and experienced earned, Jeremy was able to focus on tactical plan design strategies that benefited business owners and key personnel, as well as their workforce, by helping reduce tax burdens and employee turnover.

In December of 2014, Jeremy accepted the position of relationship manager with a nationally recognized record-keeper. Covering Louisiana and Mississippi, he was responsible for the service and retention of the company’s 401(k) business. Jeremy was also tasked with developing and maintaining strategic relationships throughout the territory, which included more than 350 financial advisors, 675 retirement plans and over 20,000 participants.

This experience, and the passion to more proactively service the retirement plan industry, drove Jeremy to join the team at CoSource Financial Group in February of 2017. As an advisor with CoSource, he specializes in the implementation or acquisition of corporate sponsored retirement plans. From plan design and enrollment, to ongoing due diligence and education, Jeremy’s number one priority is to provide an efficient plan for employers and an effective plan for participants.

“A properly structured retirement plan should help to attract and retain great employees, but most importantly and with the continuous help of sound advice, it should place employees on track towards a respectable and timely retirement.”

  • Accredited Investment Fiduciary (AIF)
  • Association of Employee Benefit Planners of New Orleans – Member and Past President
  • Society for Human Resource Management – New Orleans Chapter Member
  • Series 7, 63 & 66 Licensed

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