TRI-AD Retirement
2023.1.1 by Fast, Simple and Easy (0 Reviews) September 11, 2024
Latest Version
Version
2023.1.1
2023.1.1
Update
September 11, 2024
September 11, 2024
Developer
Fast, Simple and Easy
Fast, Simple and Easy
Categories
Finance
Finance
Platforms
iOS
iOS
File Size
21.4 MB
21.4 MB
Downloads
0
0
License
Free
Free
Report
Report a Problem
Report a Problem
More About TRI-AD Retirement
Keep up to date with your most important retirement account information anywhere you go. TRI-AD Retirement; It’s Fast Simple and Easy!
TRI-AD’s 50 years of Retirement Plan Expertise at your fingertips, everywhere you go, anytime. Fast, Simple and Easy!
Receive important messages regarding your retirement plan, receive alerts when your participant statement is ready to view, and see reminders of important dates. If you are enrolled in more than one retirement plan you can easily toggle between accounts.
View your full and vested account balance each time you open the App. You can easily view your balance in each plan investment, Roth and Pre-tax balance and balances by source (Deferral, Employer Match, Rollover, etc.). Keep track of your contribution percentages to remind you when to increase them to build your retirement savings.
Watch your account balance grow as you track your individual plan investments, including your personal rate of return over the past month, quarter and year. You can even look up the share price for each contribution made to the plan.
Review your personal information to make sure your address, phone numbers and email addresses are up to date. TRI-AD multifactor authentication is compatible with any device ensuring the security of your retirement information.
Receive important messages regarding your retirement plan, receive alerts when your participant statement is ready to view, and see reminders of important dates. If you are enrolled in more than one retirement plan you can easily toggle between accounts.
View your full and vested account balance each time you open the App. You can easily view your balance in each plan investment, Roth and Pre-tax balance and balances by source (Deferral, Employer Match, Rollover, etc.). Keep track of your contribution percentages to remind you when to increase them to build your retirement savings.
Watch your account balance grow as you track your individual plan investments, including your personal rate of return over the past month, quarter and year. You can even look up the share price for each contribution made to the plan.
Review your personal information to make sure your address, phone numbers and email addresses are up to date. TRI-AD multifactor authentication is compatible with any device ensuring the security of your retirement information.
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