OUR SIMPLE AND EASY PROCESS
CRAFT YOUR PLAN
Unlike the big, direct 401(k) providers and payroll companies, we create retirement plans that are uniquely customized for YOU! Find out if you’re missing tax deductions, larger retirement plan deposits and plan design “tweaks” that tilt the plan in your favor.
GAIN FINANCIAL FREEDOM
Reduce anxiety, avoid confusion, save time, and gain lasting financial freedom!
YOU DESERVE A SECOND OPINION
You work hard—let us work hard on the right retirement plan for you and your employees. With our decades of experience with Veterinary Practice Owners like you, we understand the unique challenges you face.
READY TO SIMPLIFY YOUR RETIREMENT PLAN?
Retirement plans (and retirement planning) should be simple, straightforward, and easy to understand. We remove the mystery and complexity to put you back in the driver’s seat of your 401(k) plan.
Our “hands on” service-based model is focused on making retirement planning easy for business owners and their employees. And in an ever-changing regulatory environment, you’ll know Triune’s got your back.
IS YOUR RETIREMENT PLAN DESIGNED AND MANAGED WITH YOUR BEST INTERESTS AT HEART?
We are knowledgeable and experienced in helping clients with the entire range of corporate retirement plans: 401(k) Plans, Profit Sharing Plans & Cash Balance Plans (“defined benefit” plans). Rest easy: We are a fiduciary, which means we always put your interests first.
THIS IS WHAT WE’LL FIGURE OUT TOGETHER:
- Fees: How much are you paying? How much should you be paying?
- Performance: How do your funds stack-up? Is your mix of funds working for your employees?
- Employee Advising: Are the choices your employees are making within your retirement plan likely leading to successful, long-term outcomes?
- Plan Design & Service: How easy (or not) is operating your plan? How “efficient” is your Profit Sharing formula? (i.e. How much can you contribute? How much goes to you & other owners versus employees? How much can you reduce your income taxes?)
OUR SERVICES INCLUDE:
- Plan design studies to ensure optimization of your plan
- Vendor selection & monitoring
- Investment selection, monitoring and ongoing due diligence
- Coordinating “behind-the-scenes” functions like record-keeping, compliance, plan administration and required notices to employees
- Plan fee benchmarking
- Employee enrollments and ongoing retirement education
- Regular plan reviews including Corporate Minutes for documentation
- Best practices to ensure compliance with U.S. Department of Labor standards