Sales Support

PensionSource is committed to the success of our advisors partners, and provide hands-on expertise in helping you retain and grow your business.  Our team has many years of experience helping with all aspects of the retirement plan business development process; and we work with advisors with various experience levels.

Identifying New Prospects

Our staff understands how to identify prospects and help you create leads.  You will be added to our advisor referral list, including an overview of your services and expertise, to use when referrals are requested by our clients.

Plan Design Support

PensionSource can also assist you in preparing customized plan design studies showing side-by-side comparisons of different plan designs for prospective clients.  These plan design reports are often the key to winning new business by illustrating how a company can implement a better plan design or by showing a client how they can benefit from different types of plans.

Vendor Selection and Proposals

Our team has expert knowledge of the top retirement platforms, and can assist you in helping you select the platform that is right for your client.  We can coordinate introductions to vendor partners, and we can assist with getting vendor proposals.  Our team will also provide you with fee quotes and proposals for services provided by PensionSource.

Client Meetings

For advisors that need support in face-to-face meetings, our retirement plan experts are available to assist you. We can be available for face-to-face meetings or participate via conference calls to present design studies or proposals.

ERISA Research

The retirement plan sales process sometimes requires complex ERISA research.  If this is a resource you need, you can rely on our ERISA experts to create solutions for prospective clients and win new business.

Billing Services

As a service to our advisor partners, PensionSource provides monthly billing services for your firm's fees. We calculate your fees in accordance with your investment advisory agreement, create the billing statement, and submit to the plan sponsor on your behalf.  You will receive a monthly report detailing the assets and corresponding fees billed, amounts collected and remitted to your firm via ACH direct deposit or check.

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