Why Choose 3G Retirement Services
We understand that managing retirement plans is no small task. For financial advisors, it’s about ensuring your clients trust you to deliver seamless solutions. For business owners, it’s about protecting your company while providing meaningful benefits to your employees. At 3G, we’re here to make your goals a reality.
Here’s why our clients trust us
Expertise You
Can Rely On
With decades of experience, we’ve helped businesses and advisors of all sizes successfully manage their retirement plans.
Personalized Solutions
Every client is unique, and so is every plan we design. Our tailored strategies ensure compliance, cost-effectiveness, and value for your employees or clients.
Proactive
Support
From regulatory updates to plan reviews, we stay ahead of the curve so you don’t have to.
Who We Are
At 3G Retirement Services, we’re more than a third-party administrator—we’re a trusted partner dedicated to simplifying retirement plan management for financial advisors and business owners. Founded and led by three generations of women with over 50 years of combined experience in Retirement Administration, 3G Retirement Services is built on the belief that every employee deserves access to a secure and compliant retirement plan. We are committed to making the process as seamless and stress-free as possible for our clients.
With a team of seasoned professionals, we specialize in retirement plan design, compliance, recordkeeping, and reporting. Our mission is to help you navigate the complexities of retirement plans, providing the expertise and support you need to focus on growing your business or strengthening your client relationships.
Our Promise
At 3G Retirement Services, our promise is simple: we’ll handle the complexities of retirement plans so you don’t have to. Whether you’re a financial advisor looking to deliver exceptional value to your clients or a business owner focused on protecting your company and employees, we’re here to support you every step of the way.
Get in Touch
Ready to simplify your retirement plan management? Schedule a free consultation with us today, and discover how 3G Retirement Services can help you achieve your goals with confidence.
