We make complex pension concepts simple.

Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor and/or Financial Advisor never knew existed.

Our goal is to make complex pension concepts simple to understand and we are dedicated to minimizing the time Plan Sponsors and Advisors spend on plan administration. Our highly credentialed staff work together to create customized retirement plans that leverages future financial potential.

Trinity Pension Consultants offers so much more than the precision of testing, processing, and reporting. We offer continuing education for CPAs, compliance calendars, industry knowledge, and case studies to better understand retirement plan regulations and designs.