Don’t let Inefficient Plan Management Affect your Future
Retirement plan compliance is challenging and ever-changing, leaving financial advisors and business owners exposed to costly penalties, audits, and employee dissatisfaction. Mismanaging contributions, eligibility, or reporting can undermine trust and harm reputations. These issues not only jeopardize the financial future of employees but also strain valuable business relationships. By proactively addressing compliance and administration, you can build a stronger foundation of trust and reliability for your organization.
Retirement plans should provide security, not stress. With 3G, you’ll avoid these risks and gain peace of mind knowing your plan is expertly managed.
The 3G Advantage:
Easy Compliance & Administration
At 3G Retirement Services, we ensure your retirement plan is compliant, efficient, and free of unnecessary risks.
Regulatory Compliance
Stay compliant with ERISA, DOL, and IRS regulations to avoid penalties.
Efficient Administration
Streamline processes to reduce time spent on administrative tasks.
Risk Reduction
Minimize exposure to costly errors, audits, and penalties with proactive oversight.
Peace of Mind
Gain confidence knowing your plan is in expert hands.
Tackling Plan Compliance & Administration with Confidence
We understand how overwhelming it can be to navigate the intricacies of retirement plan compliance and administration. At 3G Retirement Services, we’re here to alleviate that burden with experienced guidance and proven solutions.
With over 50 years of combined experience, our team specializes in managing the intricate details of retirement plan compliance and administration, so you can focus on growing your business or practice. We take the time to understand your unique needs, offering tailored support that aligns with your goals and ensures your plan remains compliant with ever-changing regulations. Our proven track record of protecting businesses from penalties and simplifying administrative tasks makes us the trusted partner you can rely on for long-term success.
Let us handle the details so you can focus on what matters most.
Serving All your Administration and Compliance Needs
Vesting Uploads
Ensure accurate tracking and reporting of employee vesting schedules, keeping your retirement plan compliant and transparent.
Prepare Benefit Statements
Provide employees with clear, detailed benefit statements to enhance their understanding and confidence in their retirement plan.
Calculate Eligibility
Accurately determine employee eligibility for plan participation, ensuring compliance with plan provisions and regulatory requirements.
Determine Employer Contributions
Precisely calculate employer contributions to align with plan rules and optimize tax benefits while maintaining compliance.
Non-Discrimination Planning
Conduct thorough testing and planning to meet regulatory standards and maintain fairness in retirement plan benefits.
Form 5500/Form 5500-SF Filing
Expertly prepare and file required annual forms to meet IRS and DOL compliance deadlines with ease.
Summary Annual Report Preparation
Create clear, compliant reports summarizing plan performance and financial details, ensuring transparency for plan participants and stakeholders.
The Complete Compliance and Administration Path
Evaluate Your Current Plan
Schedule a consultation to identify compliance gaps, inefficiencies, or areas for improvement.
Implement Expert Administration
Let us manage compliance monitoring, tracking, and administrative tasks.
Receive Ongoing Support and Updates
Stay informed with continuous updates and actionable reports to keep your plan aligned with regulations.
Comprehensive Support for Retirement Plan Oversight
At 3G Retirement Services, we specialize in simplifying retirement plan compliance and administration for financial advisors and business owners. From managing vesting and contributions to conducting nondiscrimination testing and filing Form 5500, we handle every detail with precision and care.
Our expertise ensures your plan remains compliant with ever-changing regulations, saving you time and protecting your business from costly mistakes. By streamlining administrative tasks and providing clear benefit statements, we help you build trust with employees and clients while freeing you to focus on what matters most.
Take the first step toward stress-free plan management today.
Schedule a free compliance review and let 3G Retirement Services protect your plan and your peace of mind.
