A powerful retirement plan your employees will love while leaving the challenges of administering the plan to us

Discover the benefits of joining a Multiple Employer Retirement Plan

Put your employees on the road to retirement success

Save time & money

Virtually admin free

Cost savings on investments

Minimal plan maintenance

Flexible plan features

Customizable 401(k) plan design

With The Features That Matter


Administrative Offload for Employer
Let us handle your plan including maintaining your employees data, managing the annual audit and notifying employees of eligibility.


Educational Tools
Resources are available for employees to help keep their retirement on track, talk to a financial specialist and ask questions.


Plan flexibility
With over 80 investment choices from multiple fund families for your employees to choose from, they will love the flexibility.


Transfer your current plan
We’ll help you get your current plan transferred over to our platform in a quick and seamless manner. 


Fiduciary Support
Let us handle the responsibility and support for your retirement plan by selecting and monitoring the plans and handle all tracking.


Ease of Adoption
Adoption is easy and seamless with our plan. We’ll will walk you and your employees through the entire enrollment process. 

Case Studies

300x300PlanSource- Full Sail University

Full Sail needed help with complex reporting and analytics as well as payroll to improve budgeting challenges. See how PlanSource was able to solve this problem.

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Cellular Sales logo

When Cellular sales took all of their contractors full time, they needed help. See how PlanSource was able to help provide a single platform for all of their needs.

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Tijuana Flats logo

Fast growth and multiple systems caused Tijuana Flats to look for a scalable solution. PlanSource provided a one-stop shop for all of their HR and benefits needs,

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See PlanSource in Action

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See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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Read Our Latest Press

Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good info.

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