TRI-AD Retirement 2023.1.1

TRI-AD presents over 50 years of expertise in retirement plans, readily accessible wherever you are. The platform offers a streamlined interface that prioritizes user-friendly navigation.

• Receive timely notifications about your retirement plan, including alerts for participant statements and reminders of significant dates.
• If enrolled in multiple retirement plans, users can effortlessly switch between accounts.

Upon opening the app, users can view their complete and vested account balances. Detailed insights are available for each plan investment, including Roth and pre-tax balances categorized by source such as deferrals, employer matches, and rollovers. This feature aids in monitoring contribution percentages and encourages proactive adjustments to enhance retirement savings.

The app allows users to track the growth of their account balances, showcasing performance metrics such as personal rates of return over one month, one quarter, and one year. Detailed share price information for each contribution is also accessible.

• Review personal information to ensure your address, phone numbers, and email addresses are accurate.
• TRI-AD employs multifactor authentication across all devices to secure users' retirement information.