Retirement Plan Consulting Services

Trinity Pension Consultants, Inc. can help your company plan for its employees’ retirement by consulting on a variety of retirement plan types such as self directed retirement plans, early retirement plans and all of these retirement benefit plans:

Defined Contribution Retirement Plans

• 401(k) Plans

• Profit Sharing Plans

• 403(b) Plans

• Money Purchase Pension Plans

• ESOP Plans

Defined Benefit Plans

• Cash Balance Plans

• Traditional DB

• DC / DB Combo Plans

• DB Plan Terminations

• FAS 87 Valuations

• FAS 106 Valuations for postretirement medical plans

Administration & Recordkeeping

• Plan Documents & Amendments

• Total IRS Compliance

• Annual Return Form 5500 & Schedule Attachments

• Annual Valuations & Participant Statements

Retirement Pension Plan Consulting Services

• Creative Plan Design Illustrations

• Sales & Prospective Client Consulting

• IRS Compliance Correction Programs