Participant Reporting

Participant reporting layout varies by custodian and third party administrator used, but in all cases plan participants in Ancora 401(k) plans enjoy full featured statements that include:

  • Quarterly participant statements 
  • 24x7 online access
  • Personal rate of return calculations
  • Web based investment selection modifications
  • Educational enrollment meetings
  • Market commentary emails 
  • Financial calculators
  • No charge personal consultations 
We ensure that your plan participants will be informed at all times so that they, with help of all parties involved, can determine if their retirement goals are on progress to being met.
 
For more information Ancora 401(k) plans, please contact Peter Mooney, pmooney@sourcecompanies.ws or Bill Koenig, wkoenig@sourcecompanies.ws
 
Source Companies, LLC provides Retirement Planning Services through its subsidiary Safeguard Securities, Inc. Safeguard Securities, Inc. is dual registrant broker dealer, member FINRA/SIPC, and an SEC Registered Investment Advisor. A more detailed description of the company, its management and practices can be found by clicking here for its Firm Brochure, Form ADV Part 2a.