401(k) Management

401(k) Management

For many people, their 401(k) account represents a significant proportion of their total investment assets. However, managing such an account yourself can be time consuming, confusing, and stressful. Far too often, these accounts are not reviewed and optimally invested.

Triad can securely connect and manage 401(k)s, 403(b)s and more across hundreds of leading financial institutions.  We can manage these accounts “in place” even while clients are still working and making contributions.

We use an industry-leading platform to connect securely to each account.  This helps us manage the account in accordance with a client’s overall financial plan.  And taking over this task for clients makes their lives a little easier, too.