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