Online Plan Access

Financial advisors who partner with PensionSource have access to current plan and participant information by logging onto Summary reports include:

  • Total assets
  • Plans under management
  • Participants under management
  • Funds under management
  • Managed model portfolios
  • Employee listings and access
  • Electronic notifications for transactions entered
  • Plan investment information and returns
  • Post notices and information to Plan’s Message Center
  • Reports-on-demand feature

To learn more about the reports and data you can access, click on the link below to be directed to the website.