Retirement
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

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

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

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

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

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

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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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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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