TRI-AD Retirement
Fast, Simple and Easy
Free · Designed for iPad
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.
The developer, TRI-AD Actuaries, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- TRI-AD Actuaries, Inc.
- Size
- 21.4 MB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPad
Requires iPadOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2023 TRI-AD Actuaries, Inc.