MAKE YOUR RETIREMENT PLAN EASY WITH OUR SIMPLE PROCESS

 

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START THE CONVERSATION

A no-obligation conversation to learn more about your goals and find out if we’re the right fit.

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CRAFT YOUR PLAN

Customized for you, for the long-haul. We’re with you each step of the way.

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Master Your 401(k) Plan

Avoid confusion, save time, hire a fiduciary -- and don't over pay.

READY TO SIMPLIFY YOUR RETIREMENT PLAN?
 

We believe retirement plans (and retirement planning) should be simple, straightforward, and easy to understand. We remove the mystery and complexity to put you back in the driver’s seat of your 401(k) plan.

Our “hands on” service-based model is focused on making retirement planning easy for business owners and their employees. And in an ever-changing regulatory environment, you’ll know “Triune’s got your back”.

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IS YOUR RETIREMENT PLAN DESIGNED AND MANAGED WITH YOUR BEST INTERESTS AT HEART?


We are knowledgeable and experienced in helping clients with the entire range of corporate retirement plans: 401(k)s, profit sharing plans and cash balance plans (“defined benefit” plans). Rest easy: We are a fiduciary, which means we act in the best interest of you and your employees, not our own.

 

THIS IS WHAT WE'LL FIGURE OUT TOGETHER:

 
  • Expenses: How much should your plan really cost?
  • Performance: How do your funds stack-up? And is your mix of funds working for your employees?
  • Employee Advising: What do you and your employees need to know and understand to stay on-track for retirement?
  • Plan Design & Service: How can we optimize your retirement plan to work for your specific needs? And what kinds of services do you need to keep plan management as simple as possible for you?
 
 

OUR SERVICES INCLUDE:

 
  • Plan design studies to ensure optimization of your plan
  • Coordinating “behind-the-scenes” functions like record-keeping, compliance, plan administration and required notices to employees
  • Vendor selection and monitoring
  • Investment management, oversight and due diligence 
  • Plan expense benchmarking
  • Employee enrollments and ongoing retirement education
  • Regular plan reviews including Corporate Minutes for documentation
  • Best practices to ensure compliance with U.S. Department of Labor standards
 

SCHEDULE