Trident Advisors serves the needs of individuals, business owners, and corporations in establishing and maintaining effective retirement plans for themselves and their employees. We offer a comprehensive range of services, including:

• Evaluating the best retirement plan for your needs SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, and money-purchase and defined-benefit plans.
• Helping you identify an appropriate investment choice and administrator.
• Monitoring your plan to make sure that the components are performing optimally.
• Working with your benefits staff to assist in complying with all ERISA fiduciary responsibility requirements.
• Conducting periodic seminars for plan participants to help them make sound decisions.
• Updating of plan documents to meet IRS requirements.
• Lending Services

Please contact us today to find out how we can help.