Retirement Plans That Work

At PensionSource, we have developed the cost-effective solutions you need to stand out in today’s competitive landscape – full service daily valuation recordkeeping and compliance administration services.  Our clients look to us as retirement plan experts for answers that help them streamline operations, keep pace with changing regulatory requirements, control costs and remain competitive

If you are like many employers today, you do not have the time or resources to devote to activities that are not directly related to building and maintaining your business.  That is why PensionSource brings our expert knowledge to all facets of the strategy from customized plan design to implementing and managing successful solutions for our clients.

Providing clients with efficient, responsive, results oriented solutions and services is our approach to delivering quality services and solutions to investment advisors, employers and plan participants.   Choosing the right retirement plan partner is critical to meeting the unique goals and objectives of each employer while enhancing the overall benefit program extended to your employees.

Importance of Independence

As an independent retirement services firm specializing in providing recordkeeping/reporting services and compliance administration to plan sponsors, PensionSource is well positioned to review, design and implement a retirement plan strategy that will start you on the right path and provide the support you need each step along the way.  Our open architecture, full-disclosure model allows the client to know their cost.  Since PensionSource does not provide investment advice or sale investment products, our recommendations are provided without bias.  Our approach is specifically designed to serve the best interest of the employer and plan.

We offer our retirement plan clients

  • Conflict-free business model
  • Full fee transparency, disclosure and best practices
  • 100% fund revenue sharing disclosure
  • Freedom of open architecture platform for investment options
  • Flexibility of an unbundled approach

Contact PensionSource to hear how we can help you create retirement security for your company and your employees.