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 on Ancora's 401(k) solutions, please contact Peter Mooney, President, Retirement Plan Services,, 216-593-5095 or Bill Koenig, Director, Retirement Plan Services,, 216-593-5093.

About Ancora Retirement Plan Services

Founded in 2001, Source Companies, LLC became an Ancora subsidiary in 2008 in order to capitalize on the opportunities in the rapidly expanding 401(k) marketplace and has been rebranded Ancora Retirement Plan Services. Through Ancora's increased distribution capabilities, Ancora Retirement Plan Services has been able to leverage its deep retirement plan experience to become a fast growing retirement plan services company focused on open architecture 401(k) plans. Staffed with in-house sales, service and plan design specialists, Ancora Retirement Plan Services is uniquely positioned to offer a superior 401(k) experience to its clients. 

Ancora's Retirement Plan Services division provides retirement planning services and solutions 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.