Most of our services such as online benefit enrollment, COBRA administration, and 401(k) plan administration are a natural fit for any mid- to large-sized business, and Tribal governments and their business ventures are no exception. Because of our experience serving Tribes in our area, we are uniquely positioned to understand Tribal needs and exceed our Tribal clients' expectations.
Our Tribal Government clients acknowledge that it is vitally important that they work to increase their Tribal Members' financial acumen in conjunction with sharing the Tribe's wealth. One of the key features of our Financial Legacy Benefit Plan is the national award-winning communication materials we have developed to help Tribal Members understand the Plan's value and how it helps them build their long-term financial wealth.
Our award-winning approach consists of: - On-site and Web-based presentations that explain the plan and how it works in easy-to-understand terms - Customized posters for Tribal Offices - Invitations, postcards and flyers mailed to Tribe members - A brochure that walks the Tribal Members through the Plan a step at a time, including case studies, investment examples, and a clear description of how the plan works. All are delivered in an accessible, visually-appealing format that weaves Tribal culture into the process.
TRI-AD's headquarters in Escondido, California is near some of Southern California's largest and most successful Indian Gaming tribes. As a result, our relationships with the Tribal Governments have grown as the Tribes have become increasingly successful.
As a byproduct of successful business ventures, many Tribal Members are receiving dividend payments from the Tribes that can be quite substantial. TRI-AD's Financial Legacy Benefit Plan provides a way for Tribal Members to build true wealth and create a legacy of prosperity and security for future generations. There are three main benefits to using the Financial Legacy Benefit Plan model: - Current tax reduction - Tax-deferred savings - A sensible, reasonable fee structure, where fees are commensurate with the services being delivered. Unlike some of our competitors, we do not accept commissions – ever – and all fees are fully disclosed.
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.