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.

401k Services

Our expertise is used to define your plan’s goals and match the services required to our suite of providers and choose a platform that meets your needs, without prejudice, using our custom RFP process. We provide independent fee-based, insurance-based, or mutual-fund based retirement plan platforms with access to thousands of mutual funds, and always with full fee disclosure. 

Fiduciary Services

CoSource’s disciplined documentation process begins with the onset of every engagement. We work extensively with plan sponsors to help them meet their fiduciary obligations. Our regimented process is consistent and provides plan sponsors with a proven, prudent and comprehensive method for plan oversight.

Executive Benefits

CoSource uses innovative financial tools to diversify the choices you can offer your employees. We can help your company incentivize loyalty and long term goal setting with customized executive benefit packages.
Request a complimentary, no obligation retirement plan review.