Retirement Plan Services
TRINITY PENSION CONSULTANTS specializes in retirement services that are geared to helping you increase your assets under management and maintaining your current book of business. Below is a list of retirement plans that we currently service.
Defined Contribution Plans
- 401k Plans
- Solo 401k Plans
- Simple 401K Plans
- 403b Plans
- Profit Sharing plans
- Money Purchase Plans
Defined Benefit Plans
- Cash Balance Plans
- Trinity SECURE Plan
- Traditional Defined Benefit Plans
- Defined Benefit Plan Termination
- FAS Valuations
- PBGC Filing
Consulting
- Creative Plan Design Illustrations and solutions
- Sales and Prospective Client Consulting
- IRS Compliance Correction Programs
Administrative and Recordkeeping
- Plan Design or Re-design
- Plan Takeover Review and Conversion
- Preparation of Plan & Trust Documents
- Annual Administration Services
- Preparing & Filing Form 5500 Signing
- Dedicated On-going Consulting Services
- All Required Testing
- Annual / Periodic Participant Notices
- Participant Distributions