Financial Advisors

Choosing the Right Partner….

As the industry’s premier provider of customized recordkeeping solutions, PensionSource offers customized, flexible recordkeeping capabilities that deliver turnkey solutions for your clients.  We offer you the ideal combination of individualized service, advanced technology and retirement services expertise.  This benefits you by bringing you the most effective ways to streamline your operation and control costs; while increasing value to your existing clients and offering more competitive options to your prospects.

Our Financial Advisor Partners

  • Broker-Dealer Representatives
  • Dually Registered Advisors
  • Registered Investment Advisors (RIAs)

PensionSource Services

Advanced Technology

The recordkeeping and administration software employed, Quantech, is licensed by Corbel, the nation’s largest provider of pension administration software.  Continuously updated and enhanced as the regulatory environment changes; our system provides a single, cost effective point of contact for recordkeeping, automated trading for multiple fund families and asset custodians, portfolio modeling, tax reporting and management reports.

Daily Valuation Recordkeeping

PensionSource can meet your needs to process plans in a daily environment, as well as providing access to a range of investment options through several institutional interfaces.  Our processing systems are designed to manage small plans as efficiently as larger ones.

Participant Focused Communication

We provide a full menu of customized participant services to ensure participates have easy, convenient access to account information.  Our participant services include; graphical statements and real-time access to plan information in virtually every mode, a  24 hour automated voice response system, experienced participant service center representatives and secure access to your clients web site for inquiry and transactions.

Contractual Service Guarantees

PensionSource’s satisfaction guarantee provides you with written performance standards for timely, high-quality service delivery to you and your clients.

Revenue Sharing

With PensionSource as your partner, you can offset administrative costs with our hassle-free revenue sharing program; without disrupting compensation to your distribution partners.

Experience the PensionSource difference today and discover how our full-service retirement solutions can work for you and your clients.

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