Shawn P. Harrison - AIF® CPFA, Managing Partner & Financial Advisor
As partner in CoSource Financial Group, LLC, Shawn’s main role is business development of 401(k) plans throughout the Gulf Coast. Many of his clients are specialists in the oilfield, car dealerships and sugar industries. Shawn has been a leader in the corporate retirement plans for more than 20 years. Shawn assists the plan sponsor as fiduciary to their company’s retirement plan to navigate their responsibilities to ensure optimal investments, reasonable fees and informed participants. He and his team create a best practices retirement plan that helps protect the plan sponsor from liability and loss, while promoting positive participant outcomes.
Our motto is “boots on the ground,” so you will not catch Shawn in the office often, but will find him on the road meeting with his clients and participants at their offices. He lives with his wife, Julie, and children, Katherine, Molly Sue and Shawn Patrick, in Thibodaux, where they enjoy the outdoors of Louisiana.
The NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement. The accolade is based on the previous calendar year’s numbers but was too unwieldy and confusing to tag it as such. We have updated the title to reflect the year in which it is released even though it is still based on last year’s numbers. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
The FT 401k Top US Retirement Advisors is a list of professionals who specialize in advising US employers on their defined contribution (DC) plans. Applicants were required to advise on at least $75m in DC plan assets and have at least 20 percent of their client assets in DC plans. The top factors in the scoring are: DC assets under management (AUM), Growth rate in DC plan business – measured by changes in both DC plan clients and assets, Specialization in the DC business – measured by what percentage of the overall assets managed by the advisor are in DC plans and how that concentration has changed, Experience advising on DC plans – tracks years spent managing DC plan assets through different economic and market environments, Industry certifications, and Compliance record. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401k. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.