Beth is passionate about providing you with the education to make informed decisions in the operation of your qualified retirement plan. For the past 23 years Beth has worked exclusively in the qualified plan industry as both a Financial Advisor and Third-Party Administrator. Beth enjoys reading a good book with a hot cup of tea and providing her clients with a clear understanding of their retirement plan.
Nancy’s main object as your dedicated Relationship Manager is to build a trusted and valued relationship, where you can always reach her. Nancy’s previous experience includes Manager of a TPA firm and Relationship Management for over ten years. Her true passion is helping her clients navigate the complicated world of retirement plans, as well as walking her two doodles, reading, and interior design.
Jessica works hard to not just do her job, but to do it well. The last six years she has committed herself to increasing her knowledge and skill set on retirement plans. Jessica’s first role at Trinity was in our Distributions department. She quickly moved to Administrator and has leveraged her skills and abilities into Relationship Manager. Jessica is dedicated to making sure that her clients understand how their plans work and how they could work better for their participants.
Nancy Prakel, QKA, QKC
Nancy’s goal at Trinity is simple: she wants to make her client’s job easier and keep them informed on their retirement plan. Her focus is on the compliance health of each plan as well as making sure deadlines are met and staying up to date on regulatory and compliance issues. Nancy has more than 25 years of experience administering and supporting retirement plans and is accredited as a Qualified 401(k) Administrator from the American Society of Pension Professionals. In her day-to-day, she works closely with Plan Sponsors and Financial Advisors, answering complex questions and conducting plan reviews.
At Trinity, Nancy’s knowledge, and ability to make complex pension concepts simple is vital to the effective collaboration between all departments. She provides complete understanding and insights on how to administer a personalized retirement plan for any client.
If you have a Cash Balance plan at Trinity, you have probably talked with Ryan. He is not only a Relationship Manager, but also our Cash Balance Field Specialist. Ryan works closely with our sales team to produce optimally designed retirement plans. When designing retirement plans, his focus is to ensure efficient tax savings, employee benefits, and compliance. Ryan’s goal at Trinity is to create a better understanding of Cash Balance Plans internally and externally. His day-to-day role consists of consulting with existing Cash Balance Plan Clients and designing illustrations for prospective clients. Ryan has a total of 10 years of experience working in the defined benefit space and has been with Trinity for five.