Enrollment Support

As a PensionSource advisor partner, we provide your firm with the tools and support you need to efficiently enroll employees in their retirement plan.  You choose what’s right for you.

  • On-site Enrollment – Co-facilitate enrollment meetings with you and provide customized enrollment materials and handouts to augment the enrollment services you offer your clients.
  • Enrollment Materials – Upon your request, enrollment kits may be customized to include information about model portfolios or other investment options, branding for the investment advisory firm, and/or other enrollment kit supplements. Upon request, enrollment kits will be prepared and mailed to the address provided by the investment advisor.
  • Enrollment for New Employees – Additional customized enrollment kits are available online at www.PensionSource.com > Resource Center > Order Enrollment Kits.

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