Strategic Pension Services

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3(16) Services

As an employer and a fiduciary, you might decide that you either don’t have the time, or don’t feel comfortable handling the day-to-day details for your qualified retirement plan. You are not alone. We have a solution for you, we call it our 3(16) Services.

Our 3(16) services that we provide are generally available to assist with the following:

  • Signing and filing Form 5500
  • QDRO determinations
  • QDRO reports
  • 404(a)(5)
  • 404(c) review
  • 408(b)(2) review
  • Benefit payments
  • Spousal consent
  • Blackout periods
  • Summary plan description
  • Document requests
  • Tax form filing of the Form 8955 SSA
  • Error corrections
  • Distribution reports
  • Loan reports
  • Eligibility reports
  • 402(g) limit reports
  • Year-end data assistance
  • Lost earnings calculations
  • Final census• Populated year-end questionnaire for confirmation by plan sponsor
In short…

If it needs signing, Strategic Pension Services, LLC signs. If it needs filing, Strategic Pension Services, LLC signs it and files it. If a participant has a question, they call our office. If you hire a new employee, we will work directly with your new employee to get him or her set up in the plan.

If this sounds like the solution you need, give us a call.

Who is SPS?

Each Account Manager at Strategic Pension Services, LLC is a seasoned professional in understanding the regulations under ERISA, IRS and the Department of Labor. We bring simplicity to a complex topic for our clients. Keeping them informed, but not overwhelmed.

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