We’re On A Mission To Ignite Change In The Retirement Planning Industry
Our Employer Retirement Solutions Team
Meet the team that is supporting Trilogy Financial Advisors on our mission to provide comprehensive financial planning services to people across America.
Our mission, our approach to retirement, and qualified planning start with them.
Our Services:
- Fiduciary services 3(21) & 3(38)
- Fiduciary training for plan committees
- Benchmarking of plan vendors
- Investment menu design
- Monitoring of investments
- Plan design consulting
- Investment policy statement assistance
- Financial wellness programs
- Investment guidance for employees
- Enrollment meeting coordination
- One-on-one employee assistance
Plans we can help with:
- 401 (k)
- Simple IRA
- SEP
- 403 (b)
- Non-qualified plans
- Profit Share
- Cash Balance & Defined Benefit Plans
- ESOP
For personal account questions: myretirement@trilogyfs.com | (657) 339-1144
For company plan support: ers.ops@trilogyfs.com | (949) 221-8105 Ext. 1196
