PARTNERSHIP BRINGS RETIREMENT PLAN ADMINISTRATION
New Retirement Plan Administration product
With our new partnership with TRI-AD we’re excited to be able to offer comprehensive retirement plan services – 401(K)/403(B) defined contribution plans. This new approach can help streamline and simplify benefit administration, saving you time and money.
401(K)/403(B) – Defined Contribution Plans
Our retirement solutions offer a team of dedicated retirement experts, superior administrative service, comprehensive compliance and audit support, total fee transparency, and high touch participant service to give you a robust retirement package and, most importantly, peace of mind for your financial future.
- “All-in-One” Bundled Solution: TRI-AD handles it all by providing recordkeeping and plan administration/compliance functions, including 360° payroll integration, 3(16) fiduciary services, audit preparation, noticing fulfillment, annual filings, and will even sign the form 5500.
- Dedicated Client Service: All plans receive a dedicated Client Service Manager from a team of highly tenured experts, providing a “go-to” person that understands your plan and its needs.
- Flexible and Customized: Every organization is different, which is why TRI-AD customizes plan design for all clients and can adapt to changes as they happen.
- Comprehensive Investment Availability: Utilizing open-architecture custodians like Schwab provides total investment flexibility in plan lineup construction. If it can be held in a retirement plan, you can access it.
- Maintain Current Advisor Relationship: TRI-AD partners with Advisors across the nation and has optional fiduciary services available.
- Plan Participant Experience:
- A highly personalized and engaging participant experience utilizing iJoin provides an online enrollment process and a goals-based dashboard that encourages participation and helps your employees on a path to better retirement outcomes
- Dedicated phone representatives to field participant inquiries and requests
- Multiple education and financial advice tools
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