We Asked, They Have Spoken, We are Listening
3(16) Fiduciary Service Offering
Your Clients told us that convenience is a key factor when choosing a TPA. This winter, we are rolling out our new 3(16) Fiduciary Service Offerings. This program will add an additional layer of fiduciary protection associated with the administration of a retirement plan.
We are creating even more convenience in an easy and inexpensive manner by;
- Signing and submitting your Client's Form 5500 filings.
- Reviewing, approving and signing distributions for your Client's plan participants.
- Signing plan amendments to your Client's plan document on their behalf.
- Mailing required annual notices to your Client's plan participants.
At Trinity we understand the importance of convenience and protection with the administration of your Client's retirement plan. Trinity is making convenience and protection our highest priority with our new 3(16) Fiduciary Service Offerings.
Effective with your Client’s 2019 plan year Form 5500, Trinity will act in the capacity of a Plan Fiduciary by signing and e-filing your Client’s annual Form 5500.
Standard Short Form Filer (generally under 100 participants)
Long Form Filer (generally over 100 participants)
As we take on 2020, we will continue to assist your Clients of their fiduciary responsibilities and will communicate these enhancements throughout the year.
Questions? Connect with your local Retirement Plan Consultant by clicking HERE.