CoSource Financial Group LLC

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CoSource Financial Group LLC

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08/25/2026

A new plan year is a natural time to think about the structure behind your company’s 401(k).

The Pelican PEP is a Pooled Employer Plan – a professionally managed 401(k) that multiple Louisiana employers share. It’s designed to ease the administrative work and fiduciary burden for business owners while giving employees a well-run plan.

Because a change like this takes planning, now is the ideal time to explore it, so you’re ready to start the new year with a stronger structure in place.

CoSource serves as the 3(38) investment fiduciary, working alongside a recordkeeper and a third-party administrator so the day-to-day responsibilities are shared, not left on your plate.

If a better 401(k) structure is on your list for next year, let’s start the conversation now.

08/18/2026

For more than two decades, CoSource Financial Group has helped Louisiana employers build and manage retirement plans that fit the way they actually work.

From plan design to employee meetings on the boat deck or in the field, we show up where your people are. When your retirement plan reflects how your business operates, it works harder for the people who keep it running.

If your company plan could use a closer look, we’d welcome the conversation.

08/11/2026

Trump Accounts opened for contributions on July 4, 2026, and many young families are wondering what they mean.

Here’s what’s helpful to know:

• Children born between January 1, 2025 and December 31, 2028 may be eligible for a one-time $1,000 federal contribution, regardless of family income.
• Older children may still be able to open an account, though they aren’t eligible for that federal seed contribution.
• Parents, grandparents, family friends or the child can contribute up to $5,000 per year, and employers may contribute up to $2,500 of that amount.

Because tax treatment and record keeping matter, it’s worth looking at how an account like this fits into your family’s overall financial plan before contributing.

If you’d like to explore whether a Trump Account makes sense for your family, we’re here to help.

08/07/2026

Back-to-college season is here, and for many families it brings big questions about how to pay for tuition.

The good news: with a thoughtful, long-term plan, saving for your child’s education and protecting your own retirement don’t have to compete. They can work together.

A few things that help:

• Start with a clear picture of both goals
• Explore education savings options that fit your budget
• Keep your retirement contributions steady where you can

Your retirement is one of the most meaningful gifts you can give your family, and it means they get to plan their future alongside you.

If you’d like help balancing tuition and retirement in one strategy, we’re glad to talk it through.

07/27/2026

If your business sponsors a retirement plan, you are likely a fiduciary whether you realized it or not.

That role comes with real responsibilities, including choosing investment options prudently, monitoring plan fees and acting in the best interest of participants. Many business owners take on this role without fully understanding what it requires or the risk that comes with getting it wrong.

At CoSource, we help plan sponsors understand their fiduciary duties and build a process that supports good decision making. A clear process protects your business and helps you meet the standard the law requires. If you are unsure what your fiduciary responsibilities actually include, we are happy to walk through it with you.

07/08/2026

Life changes such as a marriage, a new child or a new home can happen fast, and retirement account details are easy to overlook in the moment.

Beneficiary designations are one of the most overlooked parts of a retirement plan, yet they determine exactly who receives those assets down the road. Reviewing this information regularly helps make sure your 401(k) reflects your current wishes rather than a decision made years ago.

At CoSource Financial Group, we encourage plan participants to check their beneficiary designations at least once a year. It only takes a few minutes and can prevent confusion for the people you care about most. Log into your plan portal today to confirm your information is up to date.

06/24/2026

June is a good time to pause and look at where your financial plan is headed.

There is still time to make adjustments before the end of the year, and small changes can matter.

For individuals and families, that may mean reviewing savings habits, retirement contributions, investment allocation or upcoming expenses. For business owners, it may mean looking at cash flow, employee benefits or how personal and business goals are connected.

A financial plan works best when it is reviewed as life changes. At CoSource Financial Group, we help individuals, families and business owners think through the decisions that shape their long-term financial picture.

If you've been meaning to revisit your plan, midyear is a good time to start.

06/21/2026

Happy Father’s Day to all the dads, grandfathers and father figures who lead, support and show up for their families every day.

We appreciate all you do.

06/17/2026

No two businesses manage their workforce the same way. That's why retirement plan support should fit the business behind the plan.

At CoSource Financial Group, we work with Louisiana companies across a range of industries, including oil and gas, agriculture, medical, engineering and professional services.

We understand that plan design, employee education and ongoing service need to reflect how your business actually operates.

If your retirement plan feels disconnected from the way your company works, it may be time for a closer look.

06/10/2026

A 401(k) plan is only valuable if employees understand how to use it.

Enrollment packets, online portals and plan notices all have their place. But many employees still need a real person to explain how contributions work, why savings habits matter and how their retirement plan can fit into their long-term goals.

That is why employee education is such an important part of retirement plan service.

At CoSource Financial Group, we believe retirement planning should be approachable and easy to understand. We work with employers to help employees feel more informed about the benefits available to them.

Because when employees understand the plan, they are more likely to use it.

Reach out to learn how CoSource can support retirement plan education for your team.

Address

P. O. Box 51305
Lafayette, LA
70505

Telephone

+13376069860

Website

http://www.cosourcefinancial.com/

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