Retirement Plan Administration & Fiduciary Services for Houston-area Businesses
Cut 401(k) Admin Duties, Boost Efficiency & Reduce Risk
Running your company’s retirement program is time-consuming, often frustrating, and can even put you at risk for lawsuits.
We help fix this.
Together, Oak Harvest 401(k) Business Services and Admin316 will help you:
- Remove up to 98% of your day-to-day 401(k) management tasks
- Eliminate your fiduciary responsibilities
- Identify funds with better performance
- Lower your personal liability
- Reduce plan costs
When you work with us, you can focus on what you do best:
Running your business.
Discover More in Our FREE Report
Streamline your retirement plan duties, reduce legal risk
As your plan administrator, you are responsible to:
- File reports (such as Form 5500) with the Department of Labor
- Provide detailed disclosures to employees about plan benefits
- Act in the best interests of plan participants
- Follow all participation and vesting rules
- Plus, a lot more!
But do you also know that you must:
- Be able to prove that fees and expenses paid by the plan are reasonable and in the best interest of participants?
- Continuously monitor service providers, investments, and overall plan management?
- Ensure that investments are diversified to reduce the risk of significant losses?
It’s a lot.
And if you fail to meet these expectations, you – not your third-party plan administrator – could be held legally responsible.
The good news is: You don’t have to do this alone.
Oak Harvest 401(k) Business Services helps Houston-area businesses with these tasks and more.
The result is that you stay ERISA-compliant while saving time and reducing your risk.
How we help
Oak Harvest 401(k) Business Services takes the hassle out of 401(k) plan management by automating key tasks and ensuring your plan meets fiduciary requirements.
This means you’ll no longer have to:
- Prepare and file government forms, generate required documents, and collect data to keep everything running smoothly
- Ensures that your plan is compliant with all fiduciary and legal requirements
- Keep up with changing regulations
Instead, let Oak Harvest 401(k) Business Services reduce your team’s workload, save time, and minimize the risk of costly mistakes.
This alone is massive – but we don’t stop there.
Beyond streamlining day-to-day tasks, we help you focus on what matters most:
- Reducing risk
- Controlling costs
- Staying compliant
Managing a 401(k) plan comes with legal and financial responsibilities. Oak Harvest 401(k) Business Services allows you to limit personal and professional liability.
The investment team also implements cost-effective solutions that improve fund performance and ensure the plan’s beneficiaries’ benefits.
One last key responsibility of the investment team is compliance with Department of Labor regulations. This helps you avoid penalties while protecting plan assets.
By addressing risk, cost, and compliance with Oak Harvest 401(k) Business Services, you can build a stronger retirement plan for your team.
About Us
Oak Harvest Financial Group and Admin316 have partnered to establish Oak Harvest 401(k) Business Services. Our team’s solutions enable your company to retain your existing 401(k) provider while transferring administrative and investment responsibilities to experienced professionals. This ultimately saves time, lowers liability, and enhances retirement plan results.
Oak Harvest Financial Group assists business owners and HR managers in reducing fiduciary risk, lowering plan costs, and simplifying 401(k) plan management.
Oak Harvest assumes responsibility for overseeing plan providers, ensuring compliance, and managing investment options.
This helps you avoid penalties, lawsuits, and excessive fees while allowing you to keep your current 401(k) provider.
Admin316, one of the most prominent plan administration teams in the United States, handles the administrative aspects of Oak Harvest 401(k) Business Services.
Admin 316 handles the complex aspects of managing your 401(k)’s day-to-day operation.
Our team will process loans, hardships, and investment changes, among other duties. The team becomes your plan’s listed trustee and signs the 5500.
Contact Us
Do you have questions about our services? Our experienced professionals are ready to assist you with tailored solutions to meet your organization’s needs.
Contact us today, and we’ll guide you through managing a compliant and effective retirement plan.
(346) 666-6845
920 Memorial City Way, Suite 150
Houston, TX 77024
Monday through Friday, 9 a.m. to 5 p.m.
