*Disclaimer: Ori-gen Retirement Plan Services and RetirementDNA are separate entities.
Ori-gen Retirement Plan Services provided by RetirementDNA provides fiduciary principles, along with strategic guidance and unbiased advice for you and your plan participants.
Leverage a Resource With a History of Results
Ori-gen has partnered with RetirementDNA to help you create a cost-effective, comprehensive, and practical retirement strategy designed specifically for your organization. Access the experience of a leading retirement plan advisor that can help you navigate an increasingly complex legal and regulatory environment while offering resources that can help your employees get the results they deserve.
Preferred Pricing
Investment Selection & Monitoring
Fiduciary Oversight & Support
Employee Financial Education & Guidance
Simplified Administration
Savings for Clients Within the Ori-gen
Family of Companies
The RetirementDNA Retirement Plan Assessment works to reduce liabilities for your retirement plan.
The RDNA Retirement Plan assessment is comprehensive – and complimentary to clients of the Ori-gen Family of Companies:
About Ori-gen Retirement Plan Services
Ori-gen Retirement Plan Services was established to provide clients under the Ori-gen Family of Companies with additional services to address the growing need surrounding retirement plan services and support. Provided by the team at RetirementDNA, Ori-gen Retirement Plan Services and RetirementDNA have become trusted partners through a true alignment in company values, emphasis in outstanding customer experience, and an investment in doing business with likeminded people.
Meet Your RetirementDNA Team
Daniel Dubois
RetirementDNA
Shawna Christiansen
RetirementDNA
*Shawna is not affiliated with Triad Advisors, LLC
Rylen Yamamoto
RetirementDNA
Your Trusted Partners At Ori-gen
Joshua Morey
Ori-gen
Nori Nishida
Ori-gen
Terri Seki
Ori-gen
Kevin Fukuyama
Ori-gen
These Ori-gen individuals are not affiliated with Triad Advisors, LLC.
Are you ready to take action to improve your employee benefit outcomes?
RetirementDNA is here to guide you. Connect with us!