We are excited to announce a new partnership with The Pension Source*: a team of experts supporting more than 700 Defined Contribution, Defined Benefit and Cash Balance plans. The Pension Source acts solely as Third Party Administrator, or TPA, specializing in plan design and implementation, as well as all the complex administrative tasks that ensure your retirement plan remains compliant once it is up and running.
Learn more about The Pension Source at their website.
*The Pension Source is not affiliated with B. Riley Wealth Management, Inc. nor with any of its subsidiaries.