Testimonials

"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."

"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."

"The people there really know the rules and procedures to run your 401k correctly."

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

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

"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."

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

"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."

"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."

"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."

"Trinity staff are always on point and willing to help or answer questions."

"Quick response time, friendly support team."

"Accurate reporting, good customer service."

"My interactions with Trinity have been positive. I find Holly patient and helpful."

"Our pension administrator, Kela Bauza, is great. She is responsive and knowledgeable."

"Always very helpful"

"My advisor, Michael, was outstanding!!!"

"Very attentive and timely service and support"

"Holly is very helpful and always answers my questions promptly."

"People help us with our questions"

"I communicate with Danieal Ramirez the most and she is a pleasure to work with. She is always responsive, friendly and helpful especially when I first started at Beau Townsend Ford."

"Emily and Simeon have been excellent in the initial implementation of my new plan. I really appreciate them. Emily has been especially great at 'holding my hand' through all my questions this first filing season. I am very grateful."

"Michael Carr is readily available and eager to be helpful with any questions or concerns."

"Does a very good job in a complex environment"

"I have had the pleasure of working with Emily Kohrs from Trinity. She has always been pleasant and knowledgeable to work with. Thank you."

"Worked with Brian Campbell on a 401(K)fidelity bond issue. His communication was PERFECT! He responded with requirements in bullet point format and was easy to understand!!"

"Exceptional service, patience, knowledge and understanding"

"Competent, responsive, creative service."

"Very organized and efficient team."

"Holly has been outstanding to work with on projects."

"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."