Plan Implementation Support

We are a fully featured retirement plan solution build around a team comprising you, the plan sponsor client, their employees, and PensionSource as recordkeeper and administrator.  Working together we can design, develop and implement a retirement plan solution that best fits you and your clients’ needs.
We provide the following advisor-focused services to support you during the implementation process:

  • Assistance Completing Setup Paperwork
  • Coordination of the Implementation Timelines
  • Assistance with Fund Research and Comparison
  • Preparation of Enrollment Materials
  • Preparation of Employee Notices
  • Preparation of Fee Disclosure Reports
  • Assistance with Enrollment Meetings

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