3(38) Investment Fiduciary Services
Professional investment management and fiduciary oversight for your retirement plan, freeing your organization from daily investment responsibilities while ensuring every decision is made in your participants’ best interests.
Trusted by Plan Sponsors Across the United States
Discretionary Investment Management
As your 3(38) Investment Fiduciary, Admin316 holds full discretionary authority over your plan’s investment menu, selecting, monitoring, and replacing funds as needed to ensure your plan’s investments always align with ERISA standards and participant best interests.
Fund Selection & Replacement
- Investments
- Oversight
Asset Allocation Management
- Strategy
- Diversification
Portfolio Performance Review
- Monitoring
- Benchmarking
Fiduciary Risk Management & Compliance
Admin316 proactively manages and mitigates investment-related risks by following ERISA standards and implementing rigorous compliance measures, staying current on regulatory changes and adapting investment strategies to minimize penalties and keep your plan fully protected.
ERISA Compliance Monitoring
- Regulatory
- Protection
Risk-Adjusted Return Strategy
- Risk
- Performance
Regulatory Change Adaptation
- IRS
- DOL Updates
Comprehensive Investment Oversight & Reporting
Admin316 provides day-to-day oversight of your plan’s investments with full transparency and accountability at every stage, managing investment operations, generating performance reports, and ensuring your retirement plan operates with maximum efficiency and fiduciary integrity.
Day-to-Day Investment Oversight
- Operations
- Accountability
Performance & Transparency Reporting
- Reporting
- Clarity
Third-Party Administrator Support
- TPA
- Full-Service
Expert Investment Oversight, So You Don't Have To
Investment oversight carries significant risk when compliance or strategy falls short. Admin316 removes that burden entirely, managing plan assets with a focus on regulatory compliance, sound investment strategy, and long-term risk reduction.
Dedicated Expertise
Our fiduciary managers are specialists in ERISA 402a obligations, bringing focused knowledge and decades of hands-on experience to the oversight of your retirement plan.
Reduced Internal Burden
By outsourcing fiduciary responsibility to Admin316, your team is freed from the complex, time-consuming demands of plan administration, letting you focus on your core business
Full Legal Accountability
As your named 402a fiduciary, Admin316 assumes legal responsibility for plan governance, meaning we are accountable, not just advisory, for every fiduciary decision made.
Proactive Compliance
We don’t react to compliance failures, we prevent them. Exactly, our team actively monitors regulatory changes and adjusts your plan’s operations before issues ever arise.
- Worked With 500+ Plan Sponsors
- ERISA Industry Expert
- Trusted Independent Advisors
Michael Anderson
President · Construction Company