We make complex pension concepts simple.

For

Financial Advisors

Our services are built for Advisors looking to grow assets under management through retirement plans. We’ve supported thousands of Advisors nationwide with point-of-sale support, continuing education, and advanced plan design strategies to help win and retain more business.

For

Plan Sponsors

Trusted with 2,000 plans and a 98% retention rate, we provide Plan Sponsors a dedicated contact, transparent three-year pricing, and a credentialed team built to provide raving fan service and sustainable retirement plans.

Resources

Our resource center includes CE programs for CPAs and Advisors, compliance calendars, case studies, and industry insights giving you practical tools to stay current, stay compliant, and confidently navigate the retirement plan landscape.

Financial Advisor and Plan Sponsor Testimonials

What our clients are saying about us:

Hospitality and Leisure

"The Trinity Staff, especially Danieal Ramirez, has been extremely helpful and insightful to us as we started our 401K plan. Danieal has been especially response and helpful when contacted about plan questions."

Transportation and Logistics

"Michael Carr has been a great partner to work with regarding our 401k plan. We have a complex plan and he is always available to walk through questions and solutions."

Automotive Retail

"I always get my questions answered with a great amount of explanation when talking to Ezra."

Legal Services

"Transitioning our retirement plan has been easy and straightforward. We are looking forward to working with Trinity!"

Financial Planning and Services

"As an advisor I have had a long relationship with the firm. I like and trust the folks I work with at Trinity Pension Consultants."

Financial Planning and Services

"Responsiveness, willingness to spend time to help me understand the complex issues."

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