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If you have a Cash Balance plan at Trinity, you have probably talked with Ryan. He is not only a Relationship Manager, but also our Cash Balance Field Specialist. Ryan works closely with our sales team to produce optimally designed retirement plans. When designing retirement plans, his focus is to ensure efficient tax savings, employee benefits, and compliance.
Ryan’s goal at Trinity is to create a better understanding of Cash Balance Plans internally and externally. His day-to-day role consists of consulting with existing Cash Balance Plan Clients and designing illustrations for prospective clients. Ryan has a total of 10 years of experience working in the defined benefit space and has been with Trinity for five.
