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3(16) Fiduciary

Service Offering

At Trinity, we understand the importance of convenience and protection when it comes to the administrative responsibilities of your retirement plan.

We know every compliance aspect of your plan inside and out, and we are highly cognizant of deadlines. With Trinity 3(16) Services, you can trust that all official guidelines and communications are being followed and delivered.

Trinity makes convenience and protection our highest priority with our 3(16) Fiduciary Service Offerings:

Form 5500 Filing

Trinity signs and submits all DOL and IRS communications and takes full responsibility, so you never have to worry about missing a deadline.

Distribution Signing

We review, approve, and sign distributions, to save you the time of administering your plan.

Plan Document and Amendments

Trinity signs plan amendments to the plan document on your behalf, so you can focus on the day-to-day of your business.