The Pension Source is excited to share an important expansion of the services available to all existing clients and any new relationships.
401k Safe
We have launched 401K Safe, our dedicated 3(16) fiduciary service designed to take the most burdensome and liability-prone aspects of 401(k) plan administration largely off of clients’ plates. That means payroll submissions, eligibility tracking, enrollment, distribution processing, required notices, and Form 5500 signing. By assuming delegated fiduciary responsibility for these functions, 401K Safe meaningfully reduces both the administrative burden and fiduciary exposure that clients face today.
Because 401K Safe operates under the same ownership as The Pension Source, our TPA and 3(16) services are fully integrated — one team, one relationship, and no gaps in service.
For advisors, that translates directly into more satisfied clients and a more durable book of business. For clients, that means more free time to focus on your business.
We have put together a detailed overview presentation on the opportunity for financial advisors in retirement plans and engaging a 3(16) provider. We welcome any conversations to clarify questions or discuss how we can best work together.
We’re excited to serve you.
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