Contact Us
Participant Services and Support
If you have questions about your personal account in your employer’s retirement plan, please contact us at (361) 271-1211.
At Admin316, we provide hands-on support to help you manage your individual retirement plan account with confidence and ease. Our team works directly with your plan’s recordkeeper to ensure that your requests are processed accurately and on time.
How We Assist Participants
Loan Requests
Need to borrow from your retirement account? We assist with processing participant loan requests, verifying eligibility, and ensuring repayment terms meet plan requirements.Hardship Withdrawals
If you’re facing an immediate financial need, we’ll guide you through the hardship withdrawal process, helping you complete the required forms and documentation for review and approval.Distributions and Rollovers
Whether you’re retiring, changing jobs, or taking a qualified distribution, we coordinate with your plan’s recordkeeper to ensure proper processing, tax withholding, and reporting.Contribution and Election Changes
Need to update your contribution percentage or switch between pre-tax and Roth deferrals? We assist in processing salary deferral and investment election changes according to plan rules.Beneficiary Updates
Keeping your beneficiary information current is critical. We’ll help you access and complete the necessary forms to ensure your elections are properly documented.Participant Notices and Plan Information
We provide timely delivery of participant disclosures, plan updates, and compliance notices — helping you stay informed about your retirement plan and any regulatory changes.Secure Support Portal
Access your plan forms, notices, and account resources through our secure participant portal. You can view documents, submit requests, and track progress on open items.
Plan Sponsor Support
Take the Next Step Toward Confident Plan Oversight
Ready to Strengthen Your Retirement Plan Oversight?
Admin316 takes the complexity and liability out of retirement plan management — so you can focus on running your business.
As your ERISA §3(16) Plan Administrator and §402(a) Named Fiduciary, we assume responsibility for daily plan operations, compliance monitoring, and fiduciary governance. From payroll contributions and filings to audits and participant notices, we ensure every plan action is handled accurately and on time.
Partner with Admin316 — where fiduciary protection meets administrative precision.
Schedule a ConsultationAdvisor and Financial Professional Support
Advisors trust Admin316 to manage the administrative and fiduciary complexity — so you can focus on building client relationships and growing your business.
Free your time, protect your clients, and grow your business with Admin316 — your trusted 401(k) fiduciary partner for advisors.
As an ERISA §3(16) Plan Administrator and §402(a) Named Fiduciary, we manage the daily operational and compliance duties that often weigh down advisory firms. You stay focused on strategy and relationships — we handle the fiduciary and administrative complexity behind the scenes.
Why Advisors Partner with Admin316
Transfer the Liability. Keep the Relationship.
Admin316 assumes fiduciary responsibility under ERISA §3(16) and §402(a), protecting both you and your clients.We Handle Operations — You Handle Strategy.
Our team oversees compliance, filings, distributions, and participant transactions so you can focus on advising.Deliver More Value. Retain More Clients.
Simplified plan management helps you scale your retirement business with confidence.Dedicated Advisor Resources.
Access co-branded materials, fiduciary education, and ongoing support through our Advisor Resource Hub.
Admin316 — your fiduciary operations partner for every client plan you serve.
Talk to an Admin316 Fiduciary Specialist
Have questions about your plan, compliance, or participant services? Fill out the form below and a member of our team will reach out within one business day.
At Admin316, we proudly serve as a 401(k) fiduciary partner for advisors, plan sponsors, and retirement plan participants nationwide. As a named §3(16) Plan Administrator and §402(a) Named Fiduciary, our firm assumes the day-to-day responsibility for plan oversight, compliance, and participant transactions—reducing risk, eliminating administrative burden, and strengthening fiduciary protection for every client we serve.
For financial advisors, Admin316 delivers complete back-office fiduciary management so you can focus on growing relationships and assets. We handle the administrative and compliance responsibilities—filings, payroll monitoring, plan notices, and DOL audit readiness—so your clients’ plans stay compliant while you retain control of investment strategy. Through our advisor-support network, 316 Growth Partners, we also provide co-branded marketing tools and onboarding assistance to help you expand your retirement plan business.
For business owners and plan sponsors, partnering with Admin316 means having a fiduciary team that takes full accountability for plan operations. We prepare and file Form 5500s, track eligibility and contributions, oversee participant communications, and coordinate directly with the recordkeeper and auditor when needed. Our goal is to protect you from personal fiduciary liability while improving efficiency, cost transparency, and overall plan health.
For plan participants, Admin316 provides dedicated support for all account-related requests, including loan applications, hardship withdrawals, distributions, investment and beneficiary changes, and account access assistance. Every inquiry is handled by our knowledgeable Participant Service Team to ensure accuracy, compliance, and timely processing.
Whether you are an advisor seeking a true fiduciary partner, an employer looking to outsource plan management, or a participant needing assistance with your 401(k) account, Admin316 is here to help. Use the contact form below or call us at (361) 271-1211 to connect with the right department. Together, we’ll make retirement plan management simple, compliant, and secure.