# TRI-AD Retirement — Fast, Simple and Easy

> Retirement plan management app with balance tracking and investment performance. (iPhone/iPad app by TRI-AD Actuaries, Inc..)

- Source: https://appshunter.io/ios/app/tri-ad-retirement/id6451148136 (this page in markdown: same URL + `.md`)
- Developer: [TRI-AD Actuaries, Inc.](https://appshunter.io/developer/617100311)
- Category: Finance
- Price: Free
- Rating: 1.13/5 from 8 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 20 MB
- Languages: English
- Released: 2024-01-12
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tri-ad-retirement/id6451148136/reviews.md

## What is TRI?

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.

## Key features

- Retirement plan management
- View account balance
- Track investment performance
- Receive plan messages and alerts
- Update personal information
- Multi-account support

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/tri-ad-retirement/id6451148136/reviews.md

### 2/5 — Availability Issues

*2024-11-25*

The App is inconsistent on availability as it is frequently down or not working.  Example: for the past week I have experienced 4 days where I could not gain access using the App.

## Frequently asked questions about TRI

### What is TRI-AD Retirement?

TRI-AD Retirement is a mobile application designed to help users manage their retirement plans. It provides access to account balances, investment performance, important messages, and alerts.

### Is TRI-AD Retirement free to use?

Yes, TRI-AD Retirement is available for free download and use. There are no charges associated with accessing its core features.

### What devices does TRI-AD Retirement support?

TRI-AD Retirement is compatible with iPhone, iPad, and iPod devices. It utilizes multifactor authentication for security across all supported devices.

### How secure is my retirement information with TRI-AD Retirement?

The app employs TRI-AD's multifactor authentication, ensuring the security of your retirement information. This system is designed to protect your data across all compatible devices.

### Can I manage multiple retirement accounts with TRI-AD Retirement?

Yes, if you are enrolled in more than one retirement plan, TRI-AD Retirement allows you to easily toggle between and manage multiple accounts within the application.

### How often is TRI-AD Retirement updated?

The latest version of TRI-AD Retirement is 2023.1.1, released on January 12, 2024. Updates are provided to ensure functionality and security.

### What information can I view about my retirement plan investments?

You can view your full and vested account balance, Roth and Pre-tax balances, and balances by source (Deferral, Employer Match, Rollover). You can also track your personal rate of return over the past month, quarter, and year, and look up share prices for each contribution.

### What is the user rating for TRI-AD Retirement?

TRI-AD Retirement has a current rating of 1.1 stars based on 8 user ratings. This indicates a low overall satisfaction among its current user base.

## Version history (last 1 release)

### 2023.1.1 — 2024-01-12

No release notes.

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## More apps by TRI-AD Actuaries, Inc.

- [TRI-AD Benefits on the Go](https://appshunter.io/ios/app/tri-ad-benefits-on-the-go/id1234241623)

All apps by TRI-AD Actuaries, Inc.: https://appshunter.io/developer/617100311

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*