Under ERISA, plan sponsors are responsible for many operational duties that can be time-consuming and easy to miss. Our Limited 3(16) Services relieve you of two of the most repetitive tasks:
Signing the Form 5500 as the Plan Administrator
Approving participant distribution requests (including requests from Terminated Participants, In-Service Withdrawals, Loans, and Hardships) on your behalf
We manage these responsibilities efficiently and in full coordination with your recordkeeper—ensuring accuracy, consistency, and timely execution.
Why Employers Choose Limited 3(16) Fiduciary Services?
We Sign the 5500 and Distributions
Reduce internal workload while keeping your plan running smoothly.
Save Time and Stay Focused
Let your team focus on what they do best—we’ll handle the technical filings and approvals.
Reduce Compliance Risk
With our experienced team signing and documenting key actions, nothing slips through the cracks.
Audit-Ready Documentation
All transactions and filings are recorded, stored, and ready for review if ever needed.
Seamless Service Integration
This service works hand-in-hand with our plan administration, notice delivery, and Smarter Census Sync© or Smarter Payroll Sync© offerings.
Pricing:
How Setup Works:
You sign our Additional Services Agreement, Recordkeeper Authorization Form, and 5500 Signing Authority Form, then we take it from there.
Stay Focused, We Will Handle the Signatures
Reduce your workload and simplify your plan’s operations.
Smarter Payroll Sync©
Seamless Contributions. Automatic Deferral Updates. Eliminate Year-End Hassles.
