3(16) Fiduciary Services

Take the load off of the HR department and let TRCO act as your 3(16) fiduciary to limit liability.

Lean on our Experience and Expert Knowledge

Our expert teams will interpret documents and conduct in-depth reviews to ensure everything is compliant and in order.

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Withdrawals, Loans and Refunds

We take care of approvals for corrective refunds, hardship withdrawals, in-service withdrawals, loans, QDRO, separation of service distributions, and RMDs.

Accuracy Checks

We'll interpret your plan documents and notify you of any irregularities. Also, we review and upload vesting to Recordkeeper.

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What You'll get from our Team

Approvals

Approvals for corrective refunds, hardship withdrawals, in-service withdrawals, loans, QDRO, separation of service distributions, and RMDs

Accuracy

We provide expert Interpretation of plan documents, vesting review, plan monitoring, and notifications of irregularities.

A Team You can Trust

The TRCO team prides itself on accuracy and thoroughness with our retirement plan design, installation, administration, and more. We treat our fiduciary responsibilities with the same care and attention.

Signing and Filing

We take care of the signing and filing of Form 8955‐SSA and Form 5500.