Services

At Trinity Pension Consultants we strive to hire and work with an elite team of professionals that carry several designations.  Trinity is known for making complex pension concepts simple.  We tailor our services to meet the needs of your Clients, while providing training and continuing education to Financial Advisors and CPAs.  

Our team of experienced Actuaries, Administrators, and Relationship Managers have the knowledge and skills to manage any retirement account.  


Administration and Recordkeeping

  • Plan Documents and Amendments
  • Compliance Testing
  • Annual Return Form 5500 and Schedule Attachments
  • Annual Valuations and Participant Statements
  • PBGC Filing

Consulting

  • Creative Plan Design Illustrations
  • Sales and Prospective Client Consulting
  • IRS Compliance Correction Programs

Defined Benefit Plans

  • Cash Balance Plans
  • Traditional Defined Benefit
  • Defined Contribution and Defined Benefit Combo Plans
  • Defined Benefit Plan Termination
  • FAS Valuations

Defined Contribution Plans

  • 401(k)
  • Profit Sharing
  • 403(b)
  • Money Purchase
  • ESOP