3(16) Fiduciary Services

We offer 3(16) services for those employers that want extra Fiduciary protection.

As a 3(16) plan administrator, we take on key operational responsibilities—like signing Form 5500, approving distributions and loans, and issuing participant notices. This reduces your workload and liability, giving you peace of mind that your plan is being managed in full compliance with ERISA.

Please inquire to discuss the 3(16) services further.