Plan Implementation

Plan Setup Services

PensionSource delivers all of the services you need to help efficiently setup your retirement plan or to convert your existing plan from your current provider. Our dedicated setup team guides you every step of the way.


Plan Documents

We offer comprehensive plan documents prepared by experienced ERISA consultants who understand plan design. Their expertise will help you avoid costly makes. Our capabilities include:

  • Prototype Plan Documents
  • Volume Submitter Documents
  • Summary Plan Descriptions
  • Loan Policies
  • QDRO Procedure
  • Other Required Forms

Plan Setup & Conversion

Our dedicated setup team provides hands-on services to coordinate all aspects of plan setup or conversion. Our services include:

  • Preparing Enrollment Materials
  • Coordinating Enrollment Meetings
  • Preparing Setup Paperwork
  • Contribution Submission Procedures
  • Coordinating Transfer of Assets
  • Preparing Letter to Previous Provider
  • Coordinating Information Needed for Takeover

Enrollment Support