TRI-AD – Indian Tribal Services

“TRI-AD’s innovative co-creation of the Financial Legacy Benefit Plan provides a new and unique way for Tribal Members to build a legacy of wealth and financial security. Our 30 years of regulatory and administrative expertise with retirement plans of all types provided the solid foundation we needed to become the leader in delivering these Plans to the Tribes. By adopting this Plan, your Tribal Council will be at the forefront in bringing a valuable benefit to your Tribal Members” … (full long text Indian Tribal Services).

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Addresses (1 of 4): TRI-AD, Main-Office, 221 West Crest Street, Suite 300, Escondido, CA 92025-1737, USA;

About: TRI-AD was founded in 1974 as a defined benefit plan administration firm. Over the years we have grown our service offerings to cover a complete range of employee benefits administration services.  

Our founder is still our sole owner, which provides the benefits of stability, continuity and long-term thinking. Our fundamental strength is the long-term relationships we have formed with our clients over our 30-plus years in business. TRI-AD is currently the largest privately-owned employee benefits administration firm in Southern California, with over 1,000 clients nationwide.


  • Our primary focus is on mid-sized to large national businesses. TRI-AD provides the same custom employee benefits administration solutions and high-level expertise to mid-sized companies at a reasonable cost that large companies have been enjoying at a high cost for many years.

Business Philosophy:

  • TRI-AD’s main difference is the quality of the service experience we provide to both our clients and their employees. For over 30 years we have delighted our clients with high-quality, flexible service delivered by knowledgeable, attentive Associates.
  • Excellence doesn’t come easily – just ask a world-class musician or athlete. We constantly strive to improve service delivery so that service “just happens” from the client’s perspective. Our clients know they can trust us to get it right.

Our business is driven by our core values:

  • Integrity: Our clients trust us to deliver on our commitments. We have earned this trust through our consistent, reliable, trustworthy behavior.
  • Flexibility: We deliver hassle-free, low-maintenance services that are tailored to the client’s specific employee benefits administration needs.
  • Service: Our clients want service from nice people who are responsive, attentive to quality, and who meet their needs efficiently and effectively.


  • We relentlessly pursue excellence: Our Associates are committed to personal and professional growth. They are required to hold or pursue professional designations and continuously upgrade their skills.
  • We have built our business around great service: Our Associates understand that our clients are our business. We are renowned for our capable, friendly staff.
  • We believe in the value of process: Our Six Sigma-based processes and Project Management Institute-based project methodologies help us deliver consistently high-quality, error-free work.
  • We are nimble: We believe we are here to support our clients’ processes, not for our clients to have to change the way they work to suit our way of doing things. Our flexibility and high level of staff expertise enable us to anticipate and respond to our clients’ ever-changing employee benefits administration needs.

Our Staff:

  • Curtis Hamilton, our founder and CEO, has built an industry-leading team to guide our business. Our leadership team brings many years of experience from industry, large service providers, and the clients perspective.

Click here to view our team’s bios.

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