ERISA 3(16) Administration

With 3(16) Administration, APB can assume many time consuming plan tasks.
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  1. Free your time
    With ERISA 3(16) Services, APB becomes your 401(k) department performing many of the administrative task for your plan.
  2. Reduce Paperwork
    Empty your to-do list of all of the required participant notices, statements, disclosures and transaction approvals.
  3. Minimize Risk
    APB assumes a co-fiduciary status for your administrative requirements, sharing your obligations, and keeping your plan compliant.
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Participant Notice Distribution Includes:

Other Key Covered Tasks:

  • Statements
  • Fee Disclosures
  • Blackout Notices
  • Safe Harbor Notices
  • Summary Plan Description (SPD)
  • Summary Annual Reports (SAR)
  • Summary Material Modifications (SMM)
  • Electronic Communications Notice
  • Qualified Default Investment Alternative (QDIA)
  • Automatic Contribution Arrangement (ACA)
  • Qualifed Automatic Contribuion Arrangement (QACA)
  • Eligible Automatic Contribution Arrangement (EACA)
  • Eligibility Determination
  • 5500 Filing
  • Required Minimum Distributions (RMD)
  • Distribution review and approval
  • Involuntary force-out distributions
  • Participant loan review and approval
  • In-service withdrawal review and approval
  • Hardship suspension monitoring
  • QDRO review

Download our ERISA 3(16) Administration Brochure

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