Our goal is to have highly satisfied clients and participants whose plans run like clockwork, delivered at a fair price. TRI-AD delivers consistent, reliable, high-quality, reimbursement account administration for:
Service Delivery Solutions
Effective Implementations: We deliver a smooth transition. 95% of our clients are very satisfied with the implementation process. Your implementation manager works with you to keep the project on track.
Unsurpassed Client Support: Our knowledgeable Client Service Managers have at least five years of experience in project and reimbursement plan management.
We keep your plan running smoothly: We monitor regulatory compliance and plan administration, quickly resolving any issues.
We provide service continuity: Our exceptional staff tenure means we really get to know you and your business’ needs.
Easy-to-Use Client Support Tools: Send and receive data and/or enroll participants online through our secure website. Receive user-friendly reports to easily manage your plan’s funding and accounting.
Exceptional Participant Service: From speedy reimbursements to speaking to a real person for account support, we get it right.
How We Are Different
The TRI-AD BenefitCardTM
Using TRI-AD's multi-purse BenefitCard, participants directly access their FSA, LFSA or HSA funds at the point of sale. Only qualified purchases are reimbursed. HSA transactions are usually taken straight from the HSA account without adjudication (as the plan allows).
Reimbursement accounts should be invisible to you.A well-run plan should "fly under the radar," needing very little of your attention.
Experience what a 98% participant satisfaction rate feels like.Our high accuracy rate and excellent customer service mean delighted participants. What this sounds like in your office is silence.
Join the 96% of our clients who are satisfied.We start with a well-managed implementation and stay on track from there.
Please fill out the form below so we can serve you effectively. We will respond
to your request within 1 business day.
Fields marked with an * are required
Send Email to:
--Select one of the following--
Retirement Participant Services
Reimbursement Plan Participant Services
COBRA Participant Services
Careers at TRI-AD
Retiree Participant Services
Indian Tribal Services
401(k) Recordkeeping and Administration
Leave of Absence Participant Services
eAboutMe Participant Services
HSA Participant Services
Choose the seminar(s) you would like to attend:
Number of Employees:
Benefit Plan Year:
* How did you hear about our Web seminars?:
Select from one of the following:
BenefitsLink/other Web site
TRI-AD's Web site
If you select Other, please describe:
If you are a TRI-AD client or business partner and would like to receive our newsletters and web seminar invitations,
Fill out this form to subscribe. If you are a participant, log into your account
to sign up for email notifications.
If you are a Plan Sponsor of a 401(k) plan with at least 100 participants, please
send us the following information about your plan and we will contact you about
completing a 401(k) Fee Analysis.
Fields marked with an
Number of 401(k) participants:
Current 401(k) plan balance:
Current 401(k) provider:
Please use the form below to request a proposal for services from TRI-AD. We will
contact you within 1 business day.