We believe every small business owner deserves the same access to high-quality retirement plans that big corporations have enjoyed for years.
No matter your industry, whether food services, manufacturing, or professional services we make it simple and stress-free to start saving for the future. Our clients are just like you: passionate business owners who want an easier way to secure retirement savings for themselves and their employees.
Automobile Components
Transponder Island
"Every Trinity employee I've come into contact with has been incredibly helpful, professional, and understanding. I worked with Laurel, who explained everything thoroughly to us when we started our 401 (k), and I appreciated the time she took to make sure we understood everything. Throughout the start-up process and to this day, Brian Campbell has been a huge help to me. He was patient with me and always took the time to give me detailed help. We couldn't have done this without them."
Hospitality and Leisure
Mansfield Reformatory Preservation Society
"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."
Metals and Mining
Spee-D-Metals
"The people there really know the rules and procedures to run your 401k correctly."
Financial Planning and Services
Magis Wealth
"Responsiveness, willingness to spend time to help me understand the complex issues."
Automotive Retail
Louisville Auto Spring and Brake Co.
"I always get my questions answered with a great amount of explanation when talking to Ezra."
Energy Equipment and Services
TransTech Group
"We are very pleased with our relationship manager, Ezra Gorman. His responsiveness, depth of knowledge, and proactive support was very helpful during our first 401(k) audit."
Legal Services
N.P. Weiss Law
"Transitioning our retirement plan has been easy and straightforward. We are looking forward to working with Trinity!"
Financial Planning and Services
Arbor Group Advisors
"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."
Transportation and Logistics
Green Line Transportation, Inc.
"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."
Financial Planning and Services
Envisage Wealth
"I began our relationship working with Nancy Prakel and now work with Thomas Price. Both have been highly responsive whenever I need support. I appreciate having the support on an ongoing basis and especially when something comes up that I don't know how to handle on my own."
Emergency Medical Services
Harrison County Emergency Squad, Inc.
"Trinity staff are always on point and willing to help or answer questions."
Food and Beverage
Winking Lizard
"Quick response time, friendly support team."
