Plans & Services

Our plans are designed to give your company and people the greatest advantages available to them. Regulatory compliance is always priority number one

Your Trusted Retirement
Plan Third Party Administrator

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Company Tax

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And Record Keeping

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Fund Review &

Crafting The Perfect
Retirement Plans For Your Business

Our job is to take the guesswork and headaches out of this process for you


  • Retirement Administration Services
  • Retirement Trust Arrangement
  • Pension Consultation Services
  • Named Plan Administrator Fiduciary Services
  • Recordkeeping Services
  • Proprietary Recordkeeping Software
  • Peace of Mind


  • 401(K) Plans
  • 403(B) Plans
  • 457(B) Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • MEP Retirement Plans
  • Profit Sharing Plans

Everything you need in one trusted partner

What Makes Us Unique

We absorb as much of the ERISA 3(16) Plan Administrator and ERISA 402(a) Named Fiduciary risk as is allowed by law by removing you, the Plan Sponsor, from the plan document. This is what sets us apart from the majority of our competitors.

Flexible Service Packages

The Maximum Level of Fiduciary ResponsibilityERISA 402(1) Named FiduciaryERISA 3(16) Plan Administrator

Archer Jordan is named in the plan document as the Plan Administrator and Named Fiduciary. There is no higher level of ERISA 3(16) fiduciary responsibility.

Focused Fiduciary ResponsibilitiesERISA 3(16) Delegated Services

For Plan Sponsors who are looking to delegate some of the more routine fiduciary functions such as loan and distribution approvals, we will take on a limited fiduciary role.

Most Risk

ERISA 402(a) Named Fiduciary

ERISA 3(16) Plan Administrator
ERISA 403(a) Discretionary Trustee
ERISA 3(38) Investment Manager
ERISA 3(21) Investment Advistor
Functional Fiduciary

Directed Trustee

Least Risk

The Risk is Real

The Following real-life examples illustrate the potential liability of sponsoring a retirement plan

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Plan sponsor failed to follow the automatic enrollment provisions as stipulated in the plan document, resulting in over $60,000 of penalties and corrections.
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Participants in plans of all sizes are successfully filing class-action lawsuits against plan sponsors who breached their fiduciary duties under the Employee Retirement Income Security Act (ERISA) by allowing excessive administrative and investment fees to be charged.
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COO of a mid-sized company approved a fraudulent in-service distribution in the name of an inactive co-owner. A total of $130,000 was approved and distributed before the fraud was detected.

Retain our Outsource?

Anyone responsible for managing a qualified retirement plan bears the ultimate fiduciary responsibility for all that goes on inside that plan. To determine if outsourcing some or all fiduciary responsibility makes sense, we recommend plan sponsors consider one of the following questions:

Do you have the knowledge and expertise to maintain compliance and effectively manage your retirement plan?
Is your retirement plan effective at providing adequate benefits to your employees so they can retire with dignity?
Would it be a more effective use of administrative / HR staff time to outsource the management and operational responsibilities of the plan to a team of professionals?