Retirement Plan Fiduciary Services
We simplify complex regulatory requirements, ensuring your organization’s retirement plans are both compliant and expertly managed.
Fiduciary Management
Our Fiduciary Management services provide thorough oversight and strategic support, empowering you to fulfill your fiduciary obligations with confidence and precision.
316 Fiduciary
Our 316 Fiduciary services alleviate the administrative burden by ensuring complete compliance with ERISA requirements.
As your 316 fiduciary, we oversee daily plan operations, allowing you to concentrate on your core business while we expertly manage the complexities of retirement plan administration.

Frequently Asked Questions
What specific administrative duties does a 316 Fiduciary handle?
A 316 Fiduciary manages the daily administrative responsibilities of a retirement plan, including timely Department of Labor filings, distribution of participant notices, and adherence to ERISA compliance requirements. This enables plan sponsors to concentrate on their business, knowing their retirement plan is expertly managed and fully compliant.
How does a 3 16 administrative fiduciary help reduce liability for the plan sponsor?
Engaging a 3 16 administrative fiduciary enables the plan sponsor to delegate key fiduciary responsibilities, thereby reducing exposure to compliance risks and potential penalties. The 3 16 fiduciary takes on the essential role of managing the plan’s administrative tasks, ensuring everything is conducted in full compliance with ERISA requirements.

402a Fiduciary
Our 402(a) Fiduciary services deliver the expertise and oversight essential for managing and upholding your retirement plan’s fiduciary responsibilities. As your designated 402a Fiduciary, we provide strategic leadership and accountability, ensuring that your plan operates with the utmost integrity and governance.
Frequently Asked Questions
What are the primary responsibilities of a 402a Fiduciary in a retirement plan?
A 402a Fiduciary serves as the principal fiduciary for a retirement plan, overseeing its comprehensive management and operation. Key responsibilities include ensuring ERISA compliance, making essential decisions related to plan administration, and safeguarding the best interests of plan participants.
How does appointing a 402a Fiduciary mitigate risk for plan sponsors?
Appointing a 402a Fiduciary allows plan sponsors to delegate crucial decision-making and oversight duties, thereby reducing their direct liability for fiduciary breaches. The 402a Fiduciary ensures that the plan is managed in full compliance with regulatory requirements, significantly minimizing the sponsor’s exposure to potential legal or compliance risks.
338 Investment Fiduciary
Our 338 Investment Fiduciary services provide expert oversight and decision-making for your retirement plan’s investments. By assuming responsibility for selecting and monitoring investment options, we work to optimize plan assets while upholding rigorous fiduciary compliance standards.

Frequently Asked Questions
What responsibilities does a 338 Investment Fiduciary hold for a retirement plan?
A 338 Investment Fiduciary takes on the authority to select, monitor, and manage the investment options within a retirement plan. This role includes deciding which funds to offer, routinely reviewing performance, and ensuring that all investments align with the plan’s objectives and comply with regulatory standards. By doing so, a 338 Investment Fiduciary significantly reduces the investment-related burden on plan sponsors.
How does a 338 Investment Fiduciary help reduce liability for the plan sponsor?
Appointing a 338 Investment Fiduciary allows the plan sponsor to transfer responsibility for investment decisions to a qualified expert, significantly reducing personal liability related to the selection and oversight of plan investments. The 338 Fiduciary ensures that all investment choices adhere to fiduciary standards, effectively mitigating risk for the sponsor.

403a(1) Direct Trustee
Our 403a(1) Direct Trustee services offer thorough oversight of your retirement plan’s assets, ensuring they are held and managed in full compliance with regulatory standards. With our expert guidance, you can rest assured that your plan’s funds are securely safeguarded, allowing you to concentrate on your organization’s long-term objectives with confidence and peace of mind.
Frequently Asked Questions
What role does a 403a(1) Direct Trustee play in managing retirement plan assets?
A 338 Investment Fiduciary takes on the authority to select, monitor, and manage the investment options within a retirement plan. This role includes deciding which funds to offer, routinely reviewing performance, and ensuring that all investments align with the plan’s objectives and comply with regulatory standards. By doing so, a 338 Investment Fiduciary significantly reduces the investment-related burden on plan sponsors.
How does a 403a(1) Direct Trustee help mitigate risk for the plan sponsor?
A 403a(1) Direct Trustee holds the legal title to a retirement plan’s assets, taking responsibility for their management, safeguarding, and distribution in accordance with the plan’s terms and regulatory standards. This role ensures that plan assets are fully protected and utilized solely for the benefit of plan participants.
Get in touch with us
Partner with us and make sure your organization’s retirement plans are managed with precision and in full compliance with fiduciary standards
Contact us today to learn how our expert services can support your long-term goals and employee satisfaction.
Contact us today to learn how our expert services can support your long-term goals and employee satisfaction.
361-271-1211
service@admin316.com
4639 Corona #26, Corpus Christi, TX 7841
Monday - Friday, 8:00 am - 5:00 pm