TRI-AD‘s decades of experience with a vast range of customized solutions can help create plans for your employees’ needs.
We provide actuarial services, plan documentation and filing, and compliance testing. Many clients need general plan administration, such as policies and procedures or periodic participant and management reports, while others leverage our full suite of services including federal filings, payout calculations, benefit projections and modeling.
Plan Design Experts
40 years of history designing plans brings you the answer you need
Full range of options
Combo DB/DC plans, Frozen DB plans, terminations, special situations
Feasibility studies and analysis of plan costs
We calculate your plan’s contribution requirements
Providing reporting, benefits projections and modeling for your specific needs
File required federal filings and payout calculations, respond to participants, and provide benefit projections and modeling
A consultative engagement approach to help guide you