MIRA and TriCore announce an integrated partnership for 401k plans

1. MillenniuM Investment & Retirement Advisors LLC • JamesH@miracenter.com • WWW.FIX401K.COM
PRESS RELEASE - April 16, 2015, James Holland, 704.743.3335, Jamesh@miracenter.com
MillenniuM Investment & Retirement Advisors LLC (MIRA) & TriCore, Inc announce
partnership on Qualified Plan Offerings:
Charlotte, NC. MIRA, a Charlotte, NC based registered investment advisory firm that
specializes in qualified retirement savings plans (401(k), 403(b)) has teamed with TriCore,
A New Jersey based Human Capital Management firm, to offer a truly fully integrated ,
Open Architecture qualified plan program that offers flat dollar administrative fees and
an all institutional fund lineup, along with a complete offering of Fiduciary services, 402a
Named Independent Fiduciary (Full Scope 3(21), 3(38) & 3(16)) along with a cloud based
“Fiduciary Bank” that stores all of the plans documentation, communications &
Fiduciary Manual.
“We are very excited about this tremendous opportunity” says James Holland, Director
of Business Development for MIRA, “because this is not a new product it is a solution, so
it is not a “one-size fits all” approach. We are bringing together some of the best minds
& technologies in Human Capital Management solutions. This program is for plans of all
sizes from start-ups to organizations with thousands of employees. The addition of
TriCore’s HCM solution to MIRA’s plan options and services introduces a whole new
arsenal of competitive weapons to MIRA’s advisor partners. In addition to everything
that TriCore brings to the table, we have some of the best record-keepers & TPAs in the
business associated with the program. It is fully transparent, and a participant will be
able to see down to the penny what they are spending on their retirement plan, while
having access to “qualified, un-conflicted advice.”
Dave Fried, Founder & President of Tricore, shared his thoughts on this newly formed
partnership. “We are pleased to be able to provide MIRA’s advisors with alternatives to
offer those plan sponsors who would like to engage them but who feel trapped in
relationships with payroll service companies whose affiliated or favored plan service
providers they feel compelled to use. TriCore’s full suite of HR, payroll and employee
benefits administration services looks like a perfect complement to MIRA’s services. And,
of course, we are excited about this opportunity to dramatically expand our referral
partner base.” The program will initially be rolled out exclusively through MIRA’s
Broker/Advisor Partner Network.
For more information visit www.Fix401k.com or contact James Holland at
jamesh@miracenter.com or 704-743-3226.