For
Financial Advisors
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.
Plan Sponsors
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.
Resources
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.
Interested in working together?
Contact Us
Retroactive Retirement Plan
27 Feb 2024
Employee Awards
12 Feb 2024
2024 Town Hall: Celebrating Years of Service
29 Jan 2024
Summary on the 2024 SECURE 2.0 Legislations
11 Jan 2024
2024 Benefit and Contribution Limits
02 Nov 2023
How We Work Together
01 Aug 2023
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