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Retirement Plan Services: 401(k) Plans


Ancora provides full service, open architecture 401(k) plans to a wide variety of businesses located directly in NE Ohio and throughout the midwest. Ancora's skill as an investment management firm combined with our years of experience in 401(k) plan design and participant communication, make Ancora's 401(k) offering one of the most compelling 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 highly effective 401(k) offering. 

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.