Retirement Plan Services: 401(k) Plans

 



Through our majority owned subsidiary, Source Companies, LLC, we offer full service, open architecture 401(k) plans. The combination of Ancora's skill in investment selection and asset allocation modeling combined with Source Companies' years of experience in 401(k) plan design and participant communication, make Ancora's 401(k) offering one of the most competitive and worry free plans in the marketplace today. Please take a moment to click through the tabs at the left to find out more about our outstanding 401(k) offering. 

For more information on Ancora 401(k) plans, please contact Peter Mooney, pmooney@sourcecompanies.ws or Bill Koenig, wkoenig@sourcecompanies.ws
 
 

About Source Companies, LLC

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. Through Ancora's increased distribution capabilities, Source Companies, LLC 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, Source Companies, LLC is uniquely positioned to offer a superior 401(k) experience to its clients. In addition to 401(k) plans, Source Companies, LLC also offers specialty retirement planning vehicles and individual financial planning.
 
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.