Helping your employees plan for the future is important to them

Triad Insurance Group will take the time to understand your company’s goals and circumstances, and tailor a plan that serves the needs of both you and your employees.

Our consultants can help you determine the type of Qualified Plan that best fits your organization from the following types of plan options:
  • Traditional 401k
  • Safe Habor 401k
  • Profit Sharing 401k
  • Roth 401k
  • Cash Balance
  • Money Purchase
  • SEP Plans
  • IRAs
The following plan features may enhance the plan value to the company and its employees:
  • Matching Contribution Strategy
  • Profit Sharing Formula and Strategy
  • Auto Enrollment
  • Automatic Deferral Increase
  • Default Investment Options
  • Loan Policy
  • Hardship Withdrawl Positions
  • Vesting Schedule
  • Investment Policy Statement
  • Fiduciary Warranty Protection
  • Third Party Fudiciary Option

Request A Quote

To request a quote, please fill out the short form below.  For the most accurate quote, we will also need you to complete a CENSUS FORM.  Please click here and DOWNLOAD the CENSUS FORM.  Once complete, please click here to email or fax to 213.383.0126.

Your Name (required)

Your Email (required)

Your Phone Number

Your Company Name

Your City/State/Zip

Number of eligible employees

I am interested in: (please check all that apply)

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