Plan Participants

PensionSource provides plan participants with the educational tools and communication services before, during and after your enrollment in the plan.

Enrollment Support

We provide customized Enrollment Kits to help you plan for a secure future and to have a meaningful retirement. These workbooks explain why and how much you should save through your company's retirement program.  The workbooks also help you make smart investment choices. 

Online Account Access

If your employer's retirement plan is with PensionSource, you will have online access by logging onto  This is a secure website, updated daily, where you can access current information about your retirement account, including; participant profile, view your account balance and investment elections, make changes to your investments,  access financial planning tools and print reports.

Automated Account Access

Participants can access your account information through an automated voice system by calling our toll-free Voice Response System (VRS).  It’s easy to access your personal account information, check your balance, investment information, and/or transfer between investments.

Participant Service Center

We offer a toll-free number to speak with a participant service representative Monday through Friday 7:00 a.m. to 5:00 p.m. Pacific Time, excluding holidays. 


Quarterly Statement

You can elect to receive your quarterly statements mailed directed to you or access your statements online at


© 1998- PensionSource Corporation. All rights reserved.