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Blog

Retirement Fiduciary Calendar for 2020

Posted on January 3, 2020April 23, 2020 by Stacy Mendenhall
Compliance Calendar
03
Jan

TRI-AD seeks to make it fast, simple, and easy for our clients to keep their retirement plans in compliance with […]

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Posted in Blog
Blog

TRI-AD Cares Toy Drive for Rady Children’s Hospital

Posted on December 23, 2019April 24, 2020 by Stacy Mendenhall
TRI-AD and the Independent Pool and Spa Service Association teamed up to collect toys for children at Rady Children's Hospital. From left to right: Jack Harrington, Beau Hackett and Bruce Smith from IPSSA; Barbara Smith from TRI-AD.
23
Dec

TRI-AD and the Independent Pool and Spa Service Association (IPSSA) deliver toys to Rady Children’s Hospital. Pictured from left to […]

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Posted in Blog  |  Tagged IPSSA, Rady Children's Hospital, Toy Drive, TRI-AD Cares
Blog

Make the Most of Your FSA Account

Posted on December 16, 2019April 24, 2020 by Chris Johnson
16
Dec

TRI-AD’s partner, the FSA Store, has the largest selection of FSA-eligible products making it fast, simple, and easy for consumers to pay for […]

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Posted in Blog  |  Tagged FSA Eligible Shopping
Blog

TRI-AD Values Communication

Posted on December 6, 2019April 24, 2020 by Chris Johnson
06
Dec

Building Strong Relationships TRI-AD understands that effective and open communication is essential to maintaining strong relationships within an organization as […]

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Posted in Blog  |  Tagged #communication, Employee Voices, Engagement
Blog

FAQ on HSAs and Medicare

Posted on November 26, 2019April 24, 2020 by Stacy Mendenhall
26
Nov

A Health Savings Account (HSA) is a tax-exempt account that works in conjunction with a High-Deductible Health Plan (HDHP) to […]

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Posted in Blog  |  Tagged FSA, HSA, Medicare, Social Security
Blog

Update on Regulations for Retirement Plan Hardship Distributions

Posted on November 14, 2019April 24, 2020 by Stacy Mendenhall
14
Nov

The Bipartisan Budget Act of 2018 (BBA) contained provisions to change the hardship distribution rules so participants can have better […]

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Posted in Blog  |  Tagged 401(k), 403(b), Hardship Distributions, IRS Regulations
Blog

We Guide, You Choose: the HSA Guided Portfolio

Posted on October 28, 2019April 24, 2020 by Chris Johnson
28
Oct

Your Health Savings Account (HSA) is touted as a powerful tool to help reduce your tax obligations and save for […]

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Posted in Blog  |  Tagged Health Care, HSA, Investing, Retirement
Blog

California Law Passed for Flexible Spending Accounts

Posted on October 21, 2019April 24, 2020 by Stacy Mendenhall
21
Oct

On August 30, 2019, California Governor Gavin Newsom signed a bill, AB 1554, into law which impacts health care, dependent […]

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Posted in Blog  |  Tagged Adoption, California, Dependent Care, FSA, legislation
Blog

National HSA Awareness Day is October 15

Posted on October 11, 2019April 24, 2020 by Chris Johnson
11
Oct

TRI-AD is working to build awareness of the advantages of health savings accounts (HSAs) and to engage and empower consumers […]

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Posted in Blog
Blog

Correcting Mistakes

Posted on September 25, 2019August 4, 2021 by Stacy Mendenhall
25
Sep

With all the rigorous rules surrounding qualified retirement plans and the minutiae associated with administering a plan, mistakes happen every […]

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Posted in Blog  |  Tagged 401(k) Administration, EPCRS, Plan Failures, Qualified Retirement Plan, Retirement Plan Administration, Voluntary Correction Program
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In Our Blog
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    Doug Calapan

    Vice President, Information Technology

    Doug Calapan is the Vice President of Information Technology for TRI-AD. He joined the team in 2003 after spending many years in the technology industry serving in different capacities at high-tech firms. Mr. Calapan is responsible for TRI-AD’s overall IT infrastructure and developing and managing the associated policies and procedures around security, availability, and processing integrity. His duties also include optimization of key areas including network infrastructure, network security, server and storage infrastructure, user systems, data and voice communications, and enterprise corporate and line-of-business applications. He also manages the TRI-AD Team of IT Associates who support the business.

    Mr. Calapan provides input in the strategic development and implementation of TRI-AD’s corporate risk assessment, gap analysis, compliance, and auditing initiatives.

    When not working at TRI-AD, Mr. Calapan enjoys spending time with his family, golfing, riding his motorcycle, and playing cards with his family.

     

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