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Our 401K & Qualified Plans 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.
Plans we can help you with:
401(k)
Simple IRA
SEP
403(b)
Non-qualified plans
Profit Share
Cash Balance and Defined Benefit Plans
ESOP
Our Services
- Co-fiduciary services 3(21) & 3(38)
- Investment Menu Design
- Monitoring of Investments
- Investment Policy Statement
- Plan Design Consulting
- Financial Wellness Programs
- Fiduciary Advice for Employees
- Enrollment Meetings
- One-on-one Employee Assistance
- Fiduciary Training for Plan Committees
- Benchmarking Services and Fees of Retirement Plan Vendors
