Independent Third Party Administrator that can support your needs whether you are starting a new plan or have an established retirement program.  3G treats our clients with courtesy and integrity.  3G promises efficient, honest customer service that achieves remarkable results.

3G Retirement Services, LLC

3G services both qualified retirement plans and non-qualified supplemental pension or deferred compensation plans.

When you require professional benefit plan services, we believe you are buying more than just technical know-how; you are investing in a relationship.  The professionals of 3G Retirement Services, LLC take great pride in our efforts to establish a close, personal contact with each of our clients.  By becoming personally involved we earn the right to become your employee benefit adviser.  While our technical capabilities are unsurpassed, it is this advisory relationship that, we feel, represents the greatest value to our clients.  By providing on-site service we get to know you, your key employees, and your business culture.  This helps us provide guidance and suggestions in the benefits arena resulting in a retirement program that fits your personal goals and business objectives.  We hope you will take advantage of our staff's 50+ years of combined experience in the retirement plan industry.

Our consistent record of uncompromising ethics instills confidence and trust. We use advanced technologies to ensure up-to-the-minute financial information. This allows us to respond quickly and give you the most relevant retirement plan information and perspectives.

There are other administrative firms you could choose. But, our clients have chosen us time and time again for our rapid, high-quality services and our attention to individual needs.

3G's Approach to client service is characterized by the following
  • Long Term relationships with our clients.
  • Timely and accurate service.
  • Competent staff with technical expertise.
  • Courteous customer service.

Plan Services

  • Preparation and maintenance of plan documents.
  • Preparation of summary plan description.
  • Nondiscrimination testing, including ADP/ACP testing, IRC 410(b) coverage testing, IRC 415 limit testing, IRC 401(a)(4) testing, and top-heavy testing.
  • Review for partial plan termination.
  • Electronic filing of Form 5500/Form 5500-SF.
  • 3(16) Services
  • CPA audit support.
  • Form 8955-SSA preparation.
  • Preparation of Summary Annual Report.
  • Vesting uploads.
  • Loan and distribution processing including, taking on signing authority under the right circumstances.
3G Retirement Services, LLC

Why Choose Us?

Customer Service

  • 3G answers each telephone call to better assist clients.
  • Plan consulting is included in your annual administrative costs.
  • Administrative cost can be guaranteed for up to two years to lock in price.
  • On site visits at no additional cost.
  • Over 40 years of experience in the TPA service field.

Types of Plan Serviced

  • Defined Contribution – Solo, 401(k), Profit Sharing, 403(b)
  • Non-qualified documents – 457(b) and 409A
  • ESOP
  • Defined Benefit
  • Cash Balance

Plan Design

  • 3G plan document innovative software offers a variety of plan documents offering E-signature
  • Prototype Plan documents available for non-profit, governmental, corporate and solo plans
  • Plan documents are kept up to date with current regulations
  • MEP - Multiple Employer Plan document available
  • Plan amendments are easily produced and provided
  • Plan forms are available for each type of plan document for client use in administering plan

Team Design

  • 3G clients have two administrative members for each plan
  • Team handles all aspects of the plan
  • Works with CPA of the client
  • Works with Auditors on large plans

3(16) Services

  • For clients who wish for an extra level of services we offer 3(16) Administrative Services to assist the Plan Sponsor in fiduciary responsibilities


  • 3G works with Independent Broker Dealer firms and Registered Investment Advisors
  • 3G works with majority of Fund Companies

Plan Reporting

  • Plan Testing
  • Audit support
  • 5500 preparation and Electronic Filing
  • Year End Compliance package

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