About Us

PensionSource is an independent retirement services firm specializing in providing recordkeeping and administrative services for qualified and non-qualified plans to banks, brokers, certified public accountants, financial advisors, investment advisory firms, plan sponsors, third-party administration firms, trust companies, as well as state and local government entities. This includes customized recordkeeping solutions, multiple asset custodians, self-directed brokerage accounts, company stock, model portfolios, and participant investment advice through Morningstar's ClearFuture.