Curtis D. Hamilton, MSPA, EA, MAAA is the Founder and Chairman of the Board of TRI-AD (corporate name is TRI-AD Actuaries, Inc.) based in Escondido CA. TRI-AD is recognized as one of the leading benefits and design administration firms in California. Curt Hamilton attended University of Oregon and California State University Long Beach, where he studied Business Administration. Prior to launching TRI-AD in 1974, Mr. Hamilton worked at Connecticut General Life Insurance Company. With more than 35 years of experience as an actuary and retirement plan consultant, his primary responsibility is now the management and growth of TRI-AD. Mr. Hamilton has been active in the actuarial profession as a member of the American Society of Pension Professionals and Actuaries (ASPPA), the American Academy of Actuaries (AAA), and the International Actuarial Association (IAA) and has been a frequent speaker to industry professionals throughout the U.S. He has served as President of the American Society of Pension Professionals and Actuaries, participated in the Task Force for Strengthening the Actuarial Profession, and received special recognition for his work in developing a National Retirement Income Policy. He was an initial member of the Actuarial Board for Counseling and Discipline (ABCD). Mr. Hamilton was the American Society of Pension Professionals and Actuaries 2002 recipient of the Harry T. Eidson Founders Award for lifetime achievement for ASPPA and the pension profession.
Thad D. Hamilton, AIF, CEBS, SPHR, is TRI-AD's Chief Executive Officer and President. He holds primary responsibility over the firm’s direction and its operational aspects, including management of the Executive Team. His comprehensive background includes consulting and administration for employee benefit plans, including retirement plans, health and welfare plans, Section 125 and other reimbursement plans, COBRA and benefit communications. Mr. Hamilton joined TRI-AD in 1992. As a member of the Executive Management Team, he is involved in corporate strategic planning, new business development, software development and client relationship management for some of the firm's largest clients. Mr. Hamilton earned his Bachelor of Science degree in Corporate Finance from California State University at Chico. He has obtained the Accredited Investment Fiduciary (AIF) designation from the Center of Fiduciary Studies, the Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans (in conjunction with the Wharton School of the University of Pennsylvania), and the Senior Professional in Human Resources (SPHR) designation from the Society for Human Resource Management (SHRM). He has also been an active member of Vistage (formerly known as TEC) for several years. Mr. Hamilton currently serves on the Advisory Board for the California State University San Marcos College of Business. Additionally, he is the President of the DLH Foundation, which is a non-profit organization committed to assisting families affected by gastro-esophageal cancers. From 2008 to 2011, he served on the Board for the San Diego Chapter of the Juvenile Diabetes Research Foundation (JDRF), and as a Board Member of the San Diego Chapter of the Society for Human Resource Management (SHRM) from 1998 to 2004, including a term as President in 2003. He has taught the Pension Plans course for the University of California at San Diego Extension Program, PHR/SPHR certification courses, Lorman Seminars, and served as guest speaker for CEBS classes. In addition, he frequently speaks at conferences and workshops regarding employee benefit plans and has had articles published or been quoted in HR Magazine, Compensation & Benefits Review, Parents Magazine, and the San Diego Union Tribune. Mr. Hamilton resides in San Diego with his wife, son, and black lab. They also occasionally have other dogs available for adoption since they volunteer with California Labrador Retrievers & More Rescue as dog-foster parents. Thad enjoys cooking with his wife and entertaining friends and family. In addition, he enjoys snow skiing, golf, running, and ultra-distance hiking.
Robert Krier is TRI-AD's Chief Financial Officer. He is a member of the Executive Management Team and is responsible for the internal operations of the firm including finance, accounting, information technology, quality assurance/compliance and human resources. Mr. Krier joined TRI-AD in 1990. Prior to serving as CFO, he held positions as controller and as a benefits administrator in both the Retirement and Health & Welfare benefit practices. These positions provided him a strong working knowledge of TRI-AD's benefit plan services. Before joining TRI-AD, Mr. Krier worked in the aerospace and banking industries. Mr. Krier is responsible for both internal and client-related projects, including the selection, design and implementation of enterprise-wide IT, accounting and benefits administration systems and software. He is also fundamental in the strategic development and implementation of the TRI-AD's business process management and quality assurance systems and processes. Mr. Krier holds a bachelor's degree in Management Science from the University of California, San Diego and a Masters in Business Administration in Finance from San Diego State University. He is also a member of Vistage International, a CEO membership organization specializing in executive leadership development and coaching.
Christopher V. Cerone, CEBS, is Vice President of TRI-AD's Client Services Division and Health & Welfare Benefits Administration. Mr. Cerone has over 15 years of experience in the design and administration of Health and Welfare Benefit plans. As a member of the Executive Management Team, Mr. Cerone is involved in corporate strategic planning, new business development, and serves as a Client Relationship Manager (CRM) for the firm's largest clients. Chris Cerone holds an undergraduate degree in finance from Siena College in Albany, NY, and received his Certified Employee Benefits Specialist (CEBS) designation in 2001. He has been with TRI-AD since 1997.
Judy Simons, CPC, QPA, QKA is a Senior Consultant and Vice President at TRI-AD and oversees regulatory compliance functions. She has many years of experience designing, administering and consulting for defined benefit pension plans and defined contribution plans including 401(k), profit sharing, money purchase, target benefit pension, stock bonus and employee stock ownership plans. Ms. Simons joined TRI-AD in 1983. As a member of the Executive Management Team, Ms. Simons is also involved in new business development and strategic planning for the firm. Ms. Simons received her Bachelor of Science degree in Accounting from San Diego State University. She has obtained Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations through the American Society of Pension Professionals and Actuaries. Ms. Simons participates in a number of industry organizations. She currently is a Past President of the San Diego Chapter of the Western Pension & Benefits Conference and a member of the American Society of Pension Professionals and Actuaries. She is a frequent speaker on retirement design and administration topics and has spoken for Lorman Education Seminars, Western Pension & Benefits Conference, American Society of Pension Professionals & Actuaries, PIHRA, and San Diego SHRM.
George Naset, AIF, leads TRI-AD's Retirement Practice. His range of responsibilities includes client and participant service, operations, relationship management, and sales support across a full spectrum of retirement products including Defined Contribution (DC), Defined Benefit (DB), ESOP, and non-qualified plans. Mr. Naset also serves as a member of the Executive Management Team. Prior to joining TRI-AD, Mr. Naset was with Wells Fargo Institutional Trust as Senior Vice President and Director of Client Services. Mr. Naset's responsibilities at Wells Fargo included oversight of the plan controller team, Transition and Conversion, daily DC operations, participant service center, defined benefit administration, compliance, trust and custody, Stock Plan Services, Compliance, Business Analysts, and Asset Retention. In addition, Mr. Naset was a member of the DC product steering committee, senior strategic planning committee, client advisory board, New Business Acceptance Committee, and chaired the DC Customer Service Council. He also worked extensively in new business development. Prior to joining Wells Fargo, Mr. Naset spent 14 years with the Principal Financial Group, managing client services and operations for large market DC clients in the southeast US. Mr. Naset earned a bachelor's degree in Business Administration from Grand View College. He received his FLMI designation in 1994. In 2005, Mr. Naset completed a certificate program in Business Process Analysis at the Carlson School of Business, University of Minnesota.
Valerie Gieseke, SPHR, is a Senior Consultant at TRI-AD. Her responsibilities include client services, implementation management, product development, and new business initiatives consistent with the firm’s strategic direction. Additionally, as a member of the Executive Management Team, Ms. Gieseke is involved in new business development and strategic planning for the firm. Ms. Gieseke joined TRI-AD in 1993. She has more than 20 years of experience in the Human Resources industry including small and large-scale HRIS systems analysis, design and implementation; compensation and benefits design and implementation; employee communication initiatives; and extensive experience with selecting and implementing a wide variety of HR technology solutions. She has also held roles at TRI-AD as a Client Service Manager, Client Relationship Manager, and Senior Health and Welfare Consultant. Ms. Gieseke attended the University of California Berkeley as a Regent's Scholar. She received her Senior Professional of Human Resources (SPHR) designation in 1995. Ms. Gieseke has served as President of the Pacific Southwest Chapter of the International Association of Human Resource Information Management (IHRIM), Vice President of the San Diego Chapter of the Society for Human Resource Management, and as a board member for other HR industry organizations. She is a frequent speaker to HR professionals throughout the US on a wide variety of topics.
Shelley Tracy, SPHR, is the Director of Human Resources at TRI-AD. She is a member of the Executive Management Team and has overall responsibility for the strategic direction of TRI-AD’s human capital needs. Ms. Tracy joined TRI-AD in 2013 bringing over 15 years of experience in developing and driving strategies to optimize Human Resources Development and Operations while supporting strategic initiatives for medical device, high-tech and professional services companies of varying size and scope. Ms. Tracy received her Bachelor of Science in Business with an emphasis in Human Resources Management from Capella University and received her Senior Professional of Human Resources (SPHR) designation in 2010 from the Human Resources Certification Institute. She has been an active member of the Society for Human Resources Management (SHRM), San Diego Human Resources Roundtable (SDHR) and Senior Human Resources Executive (SHaRE).
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