3(16) Fiduciary Services
Delegate retirement plan liability, responsibilities, and tasks to our expert team.
Expert plan professionals, actuaries, and a large in-house ERISA team
Our Services
Actuarial Services
More than 60 actuaries using advanced analytics and innovative tools.
All-inclusive Plan Administration
Payroll, distribution of statements, eligibility tracking and more.
Client Onboarding
Seamless coordination with trustees, advisors, participants and stakeholders.
Compliance
The backbone of retirement planning powered by ERISA and legal experts.
Compliance Resolution and Restoration
A proven record of efficient, cost-effective compliance issue resolution.
Customized Plan Design
Meeting unique needs with advanced plan design.
Full Service Form 5500 Preparation
Triple-check review process for 100% accuracy.
Plan Document Preparation and Maintenance
Detailed oversight on this cornerstone of every plan.
Plan Takeover and Redesign
Uncovering opportunities for optimal results.
Plan Terminations
Managing timelines, communication, regulations, laws and guidelines.
Restatements
A proactive approach to plan documents review.
Retirement Plan Consulting
Designing strategic and creative plans.
