TRI-AD believes the ultimate clients are your valuable people. Helping employees achieve better outcomes by reducing risk and building wealth is paramount in everything we do. Our focus on creating and nurturing partnerships with employers and benefits consultants ultimately provides the best possible outcomes for your employees.

We value all our clients – consultant, employer and employee. Our team seeks to understand each client’s challenges, and is committed to providing the appropriate support necessary to develop, implement and execute the right solution over time. Our goal is to make it fast, simple and easy for your employees to manage their employer-provided benefits.


In an increasingly competitive marketplace where attracting and retaining top talent is critical to your success, you need a partner like TRI-AD who is willing to commit the resources necessary to help you achieve your goals. Putting together the right combination of employee benefits and fostering financial wellness to help your employees reach better outcomes is paramount.

TRI-AD partners with you to identify the best mix of products and services for your firm, and then provides the education and communication for your employees to ensure they can utilize those products and services to produce the best possible outcomes.

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Financial management is the number-one source of concern and stress for most employees. To minimize this stress, we make it fast, simple and easy for your employees to manage their employer-provided benefits. We utilize our advanced technology to provide helpful education at the right time, decision support, and a holistic benefits dashboard called BenefitSpot™.

Our goal is for employees to make appropriate benefits decisions that will reduce risk and build long-term wealth. Any time they need help, they can email or call our United States–based Participant Service Center; we’re here to help them with all their questions and concerns.

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Consultants play a key role in the health and wealth services industry, given the complexity of products, the sheer number of options, and the large number of service providers in the marketplace.

TRI-AD, with almost 50 years of experience in health and wealth benefit administration services, has developed a one-stop dashboard – BenefitSpot™ – where consultants will find the right mix of products and services for their clients. TRI-AD works in partnership with the consultant to ensure they understand every product and service available to them and their employer clients.

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