401(k) & 403(b) Daily valuation
Guaranteed full fee disclosure
Investment Advisory Services
Industry-leading 401(k) plan design services
Over 12,000 mutual funds available
Asset allocation and auto-invest options
Unitization of institutionally-managed accounts
Personal brokerage accounts with more than 15 different brokerage firms
Custom communication materials and campaigns from our award-winning Communications Group
Dedicated Client Service Managers
Complete retirement plan IRS and DOL compliance services
Comprehensive client reports
Complete participant phone and Web support services
Complete Defined Contribution Plan services: Traditional Plans, ESOP, and other arrangements.
Experience TRI-AD's Value
With TRI-AD, meeting employees' needs and staying on track with your investment policy statement is easy. You have the entire spectrum of choices available, from "set it and forget it" models with automatic enrollment, all the way to custom portfolios and individually directed accounts. And with over 12,000 mutual funds to choose from (including all the "brand names"), you can optimize investment choices.
Understand Your 401(k) Administration Costs
As a plan fiduciary, it's critical that you understand just how much your plan costs. Lawsuits are being filed regularly that seek to hold plan fiduciaries personally responsible for "excessive" 401(k) administration fees. You may be startled by what we can help you discover about your actual administration expenses. Click here to request a fee analysis.
Dare to Be Different
Many 401(k) plan sponsors seek to go with a large name-brand provider because it's a "safe bet." However, when you do that, you end up with a "me-too" plan that is essentially the same as your competition's. If you step outside the norm a little, your 401(k) Plan can become a true differentiator for your company! Our leading-edge open architecture 401(k) administration platform is flexible beyond expectation. The result is you have a plan to meet your specific needs.
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