Setting the pace to reach your retirement goals

You focus on driving and growing your business, while we run your retirement plan.

 
 
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Why PACE as your 3(16) administrator?

A 3(16) Designated Plan Administrator will allow you to outsource various daily administrative functions related to the plan thus freeing yourself to focus more closely on your business.  It’s a cost-effective way of ensuring that your plan administration is done correctly while saving time, saving money and reducing your liability and risk of an IRS audit and/or penalties.  

What We Offer

 

Plan Documentation

The legal plan document and supporting plan amendments

 

Participant Eligibility

We maintain records tracking all eligibility, enrollment/elections

 

Reporting & Disclosures

Timely filing of your Form 5500 is important to avoid late filing penalties

Nondiscrimination & Coverage Testing

Nondiscrimination and coverage testing is required by all plans

 

Distributions, Loans & RMD’s

PACE will timely review and request all proper information to confirm a participant’s eligibility

 

QDRO

A Qualified Domestic Relations Order (QDRO) is often a sensitive topic

About PACE

PACE is a full-service provider of 3(16) Fiduciary Services for qualified retirement plans.  With over 40 years of industry experience we work directly with your current providers to reduce your burden and ensure that your retirement plan is running properly along the way.

 
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