We’re On A Mission To Ignite Change In The Retirement Planning Industry
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
