ABOUT TRINITY

Trinity Pension Consultants, Inc. is one of the largest independent and non-producing Third-Party Administration firms that focuses exclusively on qualified retirement plan administration.

 

Trinity has clients across the United States and  works with a full scope of Investment Providers, including mutual fund companies, insurance companies, brokerage firms, and open-architecture arrangements.

Kevin A. Bergdorf, CPC, QPA

Principal

Kevin, who has nearly 20 years in the retirement plan industry, launched Trinity Pension Consultants with business partner Anthony Warren in 2006. The goal was to build a firm with a fresh perspective on what financial advisors needed and wanted. Kevin built the successful Cash Balance practice of Trinity, educating Trinity's Retirement Plan Consultants and financial advisors on how to win and retain Cash Balance clients. He also continues to be involved in frontline sales for the company.

 

Kevin’s goal is to grow Trinity through more efficient and profitable systems, and to maintain the balance of company’s employee culture of achievement and family. Kevin lives in Louisville, Kentucky with his wife and two children. He enjoys Brazilian Jiu Jitsu, traveling and music.

Anthony J. Warren, QKA

Principal

Like many business owners today, Anthony started out in financial services at the very bottom. For him, this meant processing loans for qualified retirement plans at Charles Schwab. Shortly thereafter, Anthony and his friend and co-worker, Kevin Bergdorf, left the company to join a local TPA firm. In this new venture, Anthony saw a need for a better client conversion process and took it upon himself to help assimilate new clients to the firm. As he built relationships with these clients and their associated financial professional, he began to take on more of a consulting role for financial advisors and became an expert on retirement plan design. During this time his entrepreneurial spirit had the opportunity to grow, and in March of 2006, Anthony and Kevin left the firm and began Trinity Pension Consultants. At Trinity, Anthony is responsible for communicating Trinity’s value proposition to the marketplace and the corporate vision to the employees. He also manages relationships both in sales and on the client side. Anthony’s goals for Trinity are two-fold; as the company grows he wants to continue to nurture the Trinity family and culture while expanding the Trinity brand geographically. Anthony lives in Cuyahoga Falls, Ohio with his wife and three children. In his free time, he water-skis, hunts, runs and enjoys college football in the fall.