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View More Press Releases by Millenium Investment & Retirement Advisors, LLC

Press release:

MillenniuM Investment & Retirement Advisors LLC (MIRA) & TriCore, Inc Announce Partnership on Qualified Plan Offerings

Issued by: Millenium Investment & Retirement Advisors, LLC

Date: Apr. 17, 2015

Charlotte, NC., April 16, 2015 -- 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 or contact James Holland at or 704-743-3226.


View More Press Releases by Millenium Investment & Retirement Advisors, LLC

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