About Us
At 3(16) Fiduciary Services, we’re dedicated to making retirement plan management easier for plan sponsors. We combine our knowledge with a hands-on approach to deliver trustworthy, personalized service. Our team works closely with clients to ensure compliance, reduce stress, and provide clarity every step of the way. Collaboration. Compliance. Convenience. —that’s what we stand for.
Our Story
3(16) Fiduciary Services was founded in 2014 in response to a growing need for professional, independent 3(16) fiduciary support — offering plan sponsors relief from the administrative burden of retirement plan oversight. What began as a firm focused solely on 3(16) fiduciary services has evolved into a comprehensive solution — handling both fiduciary and ministerial functions. This expansion allows us to deliver a more streamlined, reliable, and thorough level of service. Since its founding, 3(16) Fiduciary Services has remained committed to delivering top-notch client service. We strive to be more than just a provider — we aim to be a true partner, offering education, proactive support, and peace of mind.