CoSource Financial Group LLC

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10/08/2026

A 401(k) plan can stay with the same providers for years while the business changes around it. The service that worked five years ago may not fit what you need today.

Choosing a 401(k) advisor takes more than comparing fees. A few questions worth asking:
1. How often will you meet with us, and what happens between meetings?
2. Who leads enrollment meetings and employee education?
3. Who coordinates with our recordkeeper and TPA when questions come up?
4. How do you benchmark our plan's fees?

The right answers depend on your business. Employees spread across several job sites may need more hands-on enrollment support. A small HR team may need an advisor who takes an active role with the plan's providers.

Jeremy Callegan covers what to look for in our latest article: https://www.cosourcefinancial.com/2026/09/08/how-to-choose-401k-advisor/

10/05/2026

October is National Retirement Security Month. Take 10 minutes this week for a 401(k) check-up:

1. Look at your contribution rate. Raising it even 1% can add up over a career.
2. Contribute at least enough to get your full employer match.
3. Update your beneficiaries, especially after a marriage, divorce or new baby.
4. Log in and review how your account is invested.

Have questions about your plan? Give us a call and we'll walk through it with you.

09/24/2026

With a few months left in the year, there may still be time to make progress toward your retirement savings goals.

If your income or expenses have changed since the beginning of the year, your current contribution rate may be worth another look. Even a modest increase can help you put more away before year-end without requiring a major change to your overall plan.

If you participate in a workplace retirement plan, you may also want to confirm that you are taking full advantage of any employer match available to you. For those who are eligible for catch-up contributions, the remaining pay periods can provide another opportunity to save more.

The right contribution level will look different for everyone, so the goal is to make sure your savings approach still fits where you are today.

If you'd like help deciding what makes sense for your situation, we're glad to talk it through.

09/17/2026

As you look ahead to your 401(k) plan for 2027, now is the time to consider whether adding a safe harbor match could make sense for your company.

A safe harbor match can be helpful for plans that face nondiscrimination testing challenges. It can also give business owners greater predictability when planning their own retirement contributions.

If you are interested in adding a safe harbor match for 2027, we ask that you let us know by November. That gives us time to make the necessary plan changes and distribute required employee notices no later than December 1.

There is an employer contribution commitment involved, so this is a decision worth reviewing before making a change. We can look at your current plan and help you understand whether a safe harbor structure would be beneficial for your company.

If you would like to explore it for 2027, please reach out and we can get the conversation started.

09/11/2026

Today we remember the lives lost on September 11, 2001, and we honor the first responders, service members and families who carry that day with them still.

09/10/2026

National 401(k) Day is a good reminder that a retirement plan works best when employees understand it.

Fall is education season, and it tends to be when employees have the most questions, from enrollment and contribution changes to the year-end decisions that follow close behind.

If your employees could use a check-in before year-end, or if participation and deferral rates aren't where you'd like them to be, let's get education meetings on the calendar.

09/09/2026

25 years of serving Louisiana.

Since 2001, CoSource Financial Group has been building and managing custom 401(k) plans for employers across Louisiana, with offices in Lafayette, New Iberia, New Orleans and Thibodaux.

Thank you to the business owners, HR teams, plan administrators and employees who have trusted us with their retirement plans over the last 25 years. When it's your time to stop working, our work is just getting started. Here's to the next 25.

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.

Address

P. O. Box 51305
Lafayette, LA
70505

Telephone

+13376069860

Website

http://www.cosourcefinancial.com/

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