Nancy’s goal at Trinity is simple: she wants to make her client’s job easier and keep them informed on their retirement plan. Her focus is on the compliance health of each plan as well as making sure deadlines are met and staying up to date on regulatory and compliance issues. Nancy has more than 25 years of experience administering and supporting retirement plans and is accredited as a Qualified 401(k) Administrator from the American Society of Pension Professionals. In her day-to-day, she works closely with Plan Sponsors and Financial Advisors, answering complex questions and conducting plan reviews.
At Trinity, Nancy’s knowledge, and ability to make complex pension concepts simple is vital to the effective collaboration between all departments. She provides complete understanding and insights on how to administer a personalized retirement plan for any client.
