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.
We send file feeds to advisors to help with reporting and bench marking
Assist advisors in participant outreach and education programs
Assist advisors with plan design and best practices
Assist advisors with investment selection and ongoing fund monitoring