A canned pension plan isn't what you're after. You need something designed for your firm's objectives. We administer a whole host of very specific, complicated retirement plan designs that "the big guys" aren't flexible enough to handle and "the little guys" don't have the administrative or consulting expertise to manage well.
TRI-AD's plan design and compliance teams are unbeatable in their grasp of the nuances of DB compliance and regulatory issues. We keep your plan compliant with the latest regulations. Our ASPPA-certified staff members are technical experts.
TRI-AD started as a DB actuarial consulting and administration firm almost 40 years ago. For many years, DB administration was our sole business. Our firm has deep ties to the American Society of Pension Professionals and Actuaries, and we have many ASPPA-certified pension and actuarial professionals on our staff. With TRI-AD, your Defined Benefit plan is in good hands.
Please fill out the form below so we can serve you effectively. We will respond
to your request within 1 business day.
Fields marked with an * are required
Send Email to:
--Select one of the following--
Retirement Participant Services
Reimbursement Plan Participant Services
COBRA Participant Services
Careers at TRI-AD
Retiree Participant Services
Indian Tribal Services
401(k) Recordkeeping and Administration
Leave of Absence Participant Services
eAboutMe Participant Services
HSA Participant Services
Choose the seminar(s) you would like to attend:
Number of Employees:
Benefit Plan Year:
* How did you hear about our Web seminars?:
Select from one of the following:
BenefitsLink/other Web site
TRI-AD's Web site
If you select Other, please describe:
If you are a TRI-AD client or business partner and would like to receive our newsletters and web seminar invitations,
Fill out this form to subscribe. If you are a participant, log into your account
to sign up for email notifications.
If you are a Plan Sponsor of a 401(k) plan with at least 100 participants, please
send us the following information about your plan and we will contact you about
completing a 401(k) Fee Analysis.
Fields marked with an
Number of 401(k) participants:
Current 401(k) plan balance:
Current 401(k) provider:
Please use the form below to request a proposal for services from TRI-AD. We will
contact you within 1 business day.