ADMINISTRATIVEFIDUCIARY.COM

Administrative Fiduciary Services Inc | Help for Employers

Administrative Fiduciary Services Inc. What is in a number? There are a lot of people talking about fiduciary services and fiduciary liability, but what does it all mean? Does it have to be this confusing? Is it really that difficult? Is a TPA a 3(16) administrator? A third party administrator (‘TPA’) may be retained by the plan or the plan administrator, but a TPA is typically neither the 3(16) administrator nor a fiduciary. Some TPAs will accept appointment as a 3(16) fiduciary, but a p...An ERISA Sect...

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Administrative Fiduciary Services Inc | Help for Employers | administrativefiduciary.com Reviews

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Administrative Fiduciary Services Inc. What is in a number? There are a lot of people talking about fiduciary services and fiduciary liability, but what does it all mean? Does it have to be this confusing? Is it really that difficult? Is a TPA a 3(16) administrator? A third party administrator (‘TPA’) may be retained by the plan or the plan administrator, but a TPA is typically neither the 3(16) administrator nor a fiduciary. Some TPAs will accept appointment as a 3(16) fiduciary, but a p...An ERISA Sect...

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2 vendor specific solutions

3 service faq

4 fiduciary information

5 for tpas

6 help for employers

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Administrative Fiduciary Services Inc | Help for Employers | administrativefiduciary.com Reviews

https://administrativefiduciary.com

Administrative Fiduciary Services Inc. What is in a number? There are a lot of people talking about fiduciary services and fiduciary liability, but what does it all mean? Does it have to be this confusing? Is it really that difficult? Is a TPA a 3(16) administrator? A third party administrator (‘TPA’) may be retained by the plan or the plan administrator, but a TPA is typically neither the 3(16) administrator nor a fiduciary. Some TPAs will accept appointment as a 3(16) fiduciary, but a p...An ERISA Sect...

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administrativefiduciary.com

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Vendor Specific Solutions | Administrative Fiduciary Services Inc

http://administrativefiduciary.com/vendor-solutions

Administrative Fiduciary Services Inc. Or, if a record-keeper has mechanisms in place to mail distribution packages to terminated participants, then why would the employer or 3(16) not take advantage of that service? Our 3(16) approach plays to the strengths of each particular record-keeper and complements the record-keeper service offering. Our current record-keeping partners are as follows:. John Hancock Group Annuity Product. We are adding more vendor partners in the near future. Return to top of page.

2

What is a 3(16) fiduciary? | Administrative Fiduciary Services Inc

http://administrativefiduciary.com/2013/05/what-is-a-316-fiduciary

Administrative Fiduciary Services Inc. What is a 3(16) fiduciary? An ERISA Section 3(16) fiduciary acts as THE plan administrator. The 3(16) administrator is responsible for managing the day to day operation of the plan. The duties of the plan administrator are set by ERISA and the terms of the plan document. Some of the responsibilities that may be assigned to the 3(16) administrator by the plan document include:. To act as named fiduciary under ERISA. To maintain all necessary records. An ERISA Section...

3

Services | Administrative Fiduciary Services Inc

http://administrativefiduciary.com/home

Administrative Fiduciary Services Inc. As an employer, sometimes it feels like you are bombarded with to-do items for your 401(k) plan. Loan and Distribution Manager. Accept signing authority or approval for loans and distributions. Review and approve QDROS. Handle cash-outs according to the plan document. Review and approve corrections done by distributions. Review and sign the Form 8955-SSA. Review and sign the Form 5500-SF. Review the Form 5500 and audit report. Review notices prepared by providers.

4

Fiduciary Information | Administrative Fiduciary Services Inc

http://administrativefiduciary.com/fiduciary-information

Administrative Fiduciary Services Inc. Is a TPA a 3(16) administrator? A third party administrator (‘TPA’) may be retained by the plan or the plan administrator, but a TPA is typically neither the 3(16) administrator nor a fiduciary. Some TPAs will accept appointment as a 3(16) fiduciary, but a plan sponsor should assume that a TPA is not intending to act as a 3(16) administrator unless the TPA’s contract says that the TPA is serving in that capacity. What is a 3(16) fiduciary? Reviewing and approving fi...

5

3(16) | Administrative Fiduciary Services Inc

http://administrativefiduciary.com/category/types-of-fiduciaries/316

Administrative Fiduciary Services Inc. Is a TPA a 3(16) administrator? A third party administrator (‘TPA’) may be retained by the plan or the plan administrator, but a TPA is typically neither the 3(16) administrator nor a fiduciary. Some TPAs will accept appointment as a 3(16) fiduciary, but a plan sponsor should assume that a TPA is not intending to act as a 3(16) administrator unless the TPA’s contract says that the TPA is serving in that capacity. What is a 3(16) fiduciary? Reviewing and approving fi...

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Administrative Fiduciary Services Inc | Help for Employers

Administrative Fiduciary Services Inc. What is in a number? There are a lot of people talking about fiduciary services and fiduciary liability, but what does it all mean? Does it have to be this confusing? Is it really that difficult? Is a TPA a 3(16) administrator? A third party administrator (‘TPA’) may be retained by the plan or the plan administrator, but a TPA is typically neither the 3(16) administrator nor a fiduciary. Some TPAs will accept appointment as a 3(16) fiduciary, but a p...An ERISA Sect...

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