TRI-AD Acquires Scott, Tellier and Co., Inc. & TPGR Daily, LLC

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TRI-AD, a California-based Employee Benefits Administration firm has acquired Phoenix, Arizona-based Retirement Plan Administration firm Scott, Tellier and Co., Inc. and TPGR Daily, LLC.

I believe the Scott, Tellier associates will be a valuable addition to TRI-AD's existing group of quality people.

TRI-AD Actuaries, Inc. (dba TRI-AD) is pleased to announce the acquisition of Scott, Tellier and Co., Inc. and TPGR Daily, LLC (STCO/TPGR) located in Phoenix, Arizona. Effective May 1, 2014, all of STCO and TPGR’s employees have become TRI-AD’s newest associates and the foundation of TRI-AD’s new Phoenix office location. The acquisition of STCO/TPGR, which provides Defined Benefit and Defined Contribution retirement plan consulting, daily record-keeping and administration, will position TRI-AD for growth in the regional marketplace and beyond. The acquisition also provides a secondary location for disaster recovery and business continuity purposes.

TRI-AD President Thad Hamilton is enthusiastic about the opportunities presented by the acquisition. “I've known Mr. Tellier for over 20 years and have been fortunate to get to know the rest of the Scott, Tellier associates over the course of the acquisition process. I believe they will be a valuable addition to TRI-AD’s existing group of quality people.” He added, “Founder Robert Tellier and his team have done an outstanding job of always focusing on their clients’ best interests, which is the foundation of their success and aligns perfectly with TRI-AD’s mission, vision and values.”

Robert Tellier, a Pension Actuary and the founder of Scott, Tellier and TPGR, has helped his clients and their employees design and administer their retirement plans for over 40 years. "TRI-AD's reputation for service and flexibility, along with the technology they’ve developed, make it possible for us to add functionality and services for our retirement clients and their employees. We are excited about our combined firms’ desire to expand our presence here and continue to grow the organization,” said Mr. Tellier.

About TRI-AD: TRI-AD’s mission is to enrich the health and financial well-being of people just like you. We accomplish that goal by making it easier for employees and employers to manage all of their benefit plans (Health & Welfare and Retirement) with one company that is focused on providing exceptional service. This enables employees to have a single point of contact for managing all of their benefit needs, with state-of-the-art tools and technology available for support. Headquartered in Southern California, TRI-AD brings 40 years of success and understanding in all areas of Employee Benefits including Defined Contribution, Defined Benefit and Deferred Compensation retirement plans, plus Health & Welfare Eligibility & Online Enrollment, Consolidated Premium Billing, FSA/HRA/HSA/Commuter Plan Administration, COBRA, and Direct Billing administration. For more information, please contact George Naset, TRI-AD's Retirement Practice Leader.

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Stacy Mendenhall
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