Consulting Services

Some of our clients don’t need comprehensive plan administration. They may bring us in to assist during an audit, or to offer assistance with changes to an existing plan design. The Pension Source consultants offer a range of services, including:

Assistance with amendments, terminations and plan mergers

Assistance with IRS or DOL audits

Assistance with plan-design changes; including document amendments

Conducting plan or participant benefit studies or projections

We’re ready to offer expert consulting services to meet your evolving needs.
Let’s talk about the possibilities.

Pension Source = Smart People + Lifelong Learning