We make it fast, simple, and easy for people to manage their employer-provided benefits. TRI-AD’s Benefit Marketplace helps consumers get the most out of their current employer-provided benefits, improving their financial wellness.
FSAstore.com – Flexible Spending Account
Your FSA account covers hundreds of expenses for you and your dependents. Our preferred partnership with FSAstore.com removes the guesswork and makes it easy for you to maximize your purchasing power for eligible items. Here is a complete list of FSA-eligible items available on the FSA Store.
HSAstore.com – Health Savings Account
Your TRI-AD Health Savings Account covers hundreds of expenses for you and your dependents. Our preferred partnership with HSAstore.com removes the guesswork and makes it easy for you to maximize your purchasing power for eligible items. There is a complete list of HSA-eligible items on the website at HSAstore.com.
Individual Retirement Account (IRA)
TRI-AD Capital Management’s SnapIRA is the perfect IRA for most savers. It’s a simple and easy way to grow your individual retirement savings. We offer professionally managed diversified model portfolios at very competitive fees for the individual investor. TRI-AD can assist with the transfer of your existing retirement account to a SnapIRA. The full account setup is easy to complete online or, if you prefer, our service center representatives will guide you through the process.
- Live U.S.-based customer support
- Full, competitive fee disclosure
- Easy-to-understand, professionally managed investment portfolios
- Good value with a solid performance history of diversified asset portfolios
Identity theft is a universal vulnerability. It is estimated that 42 million US adults were affected by identity fraud in 2021 and fraud losses totaled $52 billion. Overburdened IT staff, combined with uninformed employees, can put your network at risk. TRI-AD’s partnership with Allstate offers the protection employees want and employers need. Unlike other benefits, identity protection is something every employee will value, regardless of income, job title, or location.
Allstate’s Cyber Risk Solution provides identity protection and security awareness training and identifies network security threats to mitigate risks quickly and effectively. The coverage includes dark web monitoring and compromised credential monitoring, which identifies the collective corporate exposure of relative domain email addresses linked to malicious and unknown breaches and third-party data disclosures. A dedicated account manager, marketing materials, and employer reporting are included with employer-paid plans. Employer-paid, employee-paid and full family coverage plans are available.
It has been reported that approximately 60% of Americans feel significant stress about their financial situation. Poor financial health can lead to illness, a decrease in work productivity, absenteeism, depression, and more. TRI-AD believes that financial wellness means more than money for retirement and health care. We want consumers to maximize their current resources, increase their financial fluency, and improve their financial security to achieve a better feeling of overall financial wellness. We can help build confidence by empowering consumers to take action and gain better control over their financial situation.