Providing Protection and Convenience
Your Clients told us that convenience is a key factor when choosing a TPA. In order to provide the service your Clients want, we offer 3(16) Fiduciary Services. These services add an additional layer of fiduciary protection associated with the administration of a retirement plan.
We are creating even more convenience in an easy and inexpensive manner by;
- Signing and submitting your Client's Form 5500 filings.
- Reviewing, approving and signing distributions for your Client's plan participants.
- Signing plan amendments to your Client's plan document on their behalf.
- Delivering required annual notices to your Client's plan participants.
At Trinity we understand the importance of convenience and protection with the administration of your Client's retirement plan. Trinity is making convenience and protection our highest priority with our new 3(16) Fiduciary Service Offerings.
Questions? Connect with your local Regional Vice President/Retirement Sales by clicking HERE.