Relieve the Burden of
Poor Record-Keeping and Reporting
Mismanaged or inaccurate records and reporting can lead to audits, penalties, and damaged trust with employees and clients. The tedious demands of maintaining accurate participant data, contributions, distributions, and filing required reports can overwhelm even the most capable financial advisors and business owners. These challenges consume valuable time and create unnecessary stress, diverting focus from strategic priorities and growth.
Retirement plans should provide security, not stress. Partnering with 3G ensures accurate record-keeping, timely reporting, and full compliance, safeguarding your business and reputation while freeing you to focus on what matters most.
Simplified Record-Keeping and Reporting for Peace of Mind
Regulatory Confidence
Stay compliant with IRS, DOL, and ERISA reporting standards.
Time Savings
Free up valuable time by letting experts handle administrative tasks.
Accuracy You Can Trust
Maximize tax benefits and administrative efficiency.
Transparent Communication
Build trust by providing clear and accurate plan information.
Your Partner in Seamless Retirement Plan Management
Managing retirement plan records and reporting can feel overwhelming and time-consuming. At 3G Retirement Services, we take the burden off your shoulders by providing expert solutions tailored to your needs.
We ensure your records are accurate and your reporting is timely, so you can stay compliant and avoid costly mistakes. With a focus on clear communication and personalized support, we help you maintain a plan that runs smoothly and keeps your business or clients protected. Our proactive approach identifies potential issues before they arise, giving you the confidence to focus on your goals.
Trust us to manage the details, so you can prioritize growth and long-term success.
Comprehensive Record-Keeping
and Reporting Services
Audit Support
Be prepared for audits with meticulously maintained and organized records.
Loan and Distribution Processing
Manage participant loans and distributions efficiently and accurately.
Plan Termination Reviews
Ensure compliance and accuracy during plan closures or transitions.
Steps to Stress-Free Record-Keeping and Reporting
Assess Your Current Plan
Start with a consultation to identify gaps, inefficiencies, and compliance risks in your current processes.
Implement Accurate Record-keeping
3G will manage participant data, contributions, and distributions with precision to ensure compliance and accuracy.
Ensure Timely Reporting
Rely on 3G to handle all reporting tasks, ensuring all deadlines are met, so you avoid penalties, and maintain trust with employees and clients.
Stay Supported
Receive ongoing updates, secure access to your records, and expert support whenever you need it.
Delivering Clarity and Confidence in Record-Keeping and Reporting
At 3G Retirement Services, we make record-keeping and reporting stress-free for financial advisors and business owners. Our services ensure that every detail—participant data, contributions, distributions, and required filings—is meticulously tracked and reported.
By partnering with us, you’ll avoid the risks of audits, penalties, and compliance issues while gaining the confidence of knowing your records are in expert hands. From audit preparation to loan distribution processing and reviewing plan terminations, we handle the technical details so you can focus on growing your business or serving your clients.
Take control of your Retirement Plan Management Today.
Schedule a free consultation and let 3G Retirement Services protect your plan with precise, compliant, and reliable record-keeping and reporting.
