Prudent Investor Advisors, LLC (Plan Investment Advisor)
Prudent Investor Advisors is the discretionary fiduciary investment manager of your Retirement Program with sole responsibility and liability for selecting, monitoring and replacing the Program’s investment options. Prudent provides a wide array of services to participants in the Retirement Program including enrollment in the plan(s), one-on-one investment advisory meetings and investment materials as well as services to the plan sponsor including assumption of certain fiduciary duties.
Please contact Gabe Uruburo at (760) 940-5636 or TCMC@PrudentLLC.com, for help with plan enrollment or any retirement-related questions.
Lincoln Financial Group (Plan Record-Keeper)
Lincoln Financial Group is the record-keeper for your Retirement Program. The record-keeper provides trust accounting services that track individual account balances. Participants can access their accounts online through Lincoln’s website at: https://www.lfg.com/
Phone: (800) 234-3500
Monday-Friday, 8:00 am – 8:00 pm ET
Tri-City Healthcare District (Plan Sponsor)
Tri-City Healthcare District, the sponsor of your Plan, provides valuable information on how to maximize this important employee benefit. If you have specific questions about this please contact Marilyn Hatch at Human Resources, by phone at (760) 940-7431.