TRI-AD works alongside your chosen advisor to provide your employees the best possible retirement plan.
Our advisory support is agnostic; with no preferred relationships, we “let the advisor be the advisor” while we handle the recordkeeping and administration.
Why TRI-AD?
Customized data
We send file feeds to advisors to help with reporting and bench marking
Participant Communications
Assist advisors in participant outreach and education programs
Consultant Mindset
Assist advisors with plan design and best practices
Unbiased Investments
Assist advisors with investment selection and ongoing fund monitoring
