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*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.

Thoughtfully Designed for Clients Within the Ori-gen Family of Companies

Preferred Pricing

Investment Selection & Monitoring

Fiduciary Oversight & Support

Employee Financial Education & Guidance

Simplified Administration

Stay Ahead of the Curve

Offer your employees a comprehensive suite of personal financial education services.

Education Services include:

  • Participant Behavior Finance Plan Audit
  • One On One Retirement Planning Reviews
  • Group Meetings
  • Retirement Income Plan
  • Education and Market Update Webinars
  • 12 Month Email/Mail Campaign on Timely Topics
  • E-Money Wealth Management Workstation

Meet Your RetirementDNA Team

Daniel Dubois

Daniel Dubois

Managing Partner
RetirementDNA
Shawna Christiansen

Shawna Christiansen

Managing Partner
RetirementDNA

*Shawna is not affiliated with Triad Advisors, LLC

Rylen Yamamoto

Rylen Yamamoto

Managing Director
RetirementDNA

Your Trusted Partners At Ori-gen

Joshua Morey

Joshua Morey

Chairperson
Ori-gen
Nori Nishida

Nori Nishida

Chief Executive Officer
Ori-gen
Terri Seki

Terri Seki

Chief Human Resources Officer
Ori-gen
Kevin Fukuyama

Kevin Fukuyama

President
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!

© 2023 Ori-gen Retirement Plan Services provided by RetirementDNA

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

You may be faced with a variety of concerns with regards to your retirement plan, and our team is here to help.

Reach out to learn more!

We work with you to address, resolve, and monitor issues so you can focus on running your business. 

Reach out to learn more!

We work with you to address, resolve, and monitor issues so you can focus on running your business. 

Reach out to learn more!