Our Workplace
Extraordinary people represent our best asset. As an employee, you will be encouraged to grow personally and develop your skills and abilities so that you can achieve success, become a retirement industry technical expert, and make complex pension concepts simple for our clients.
Our Values
Communication
We seek to create understanding with others.
Accountability
Accept responsibility for our own actions.
Empathy
We seek to understand and appreciate the world of others.
Sacrifice
Share each other’s burdens.
Employee Benefits
Retirement Plan
A great 401(k) plan: ours! Our 401(k) includes a Safe Harbor Non-Elective Contribution of 3% and Discretionary Profit-Sharing Contribution of 2%.
Health, Dental, and Vision Insurance
Health, dental, and vision, with premiums 75% covered by Trinity and no spousal surcharges.
Paid Time Off (PTO)
Generous PTO policy.
PTO Purchase
Option to purchase one additional week of PTO elected in December for the following calendar year.
Health Savings Account
Employer contributions occur twice per calendar year.
Short/Long-Term Disability Insurance
Long-term disability 100% covered by Trinity. Voluntary Short-term disability paid by the employee
Life Insurance
Group Term Life 100% covered by Trinity. Voluntary employee, spouse, and/or child life paid by the employee.
Payday
Payday is the 15th and last working day of each month. Automatic direct deposit of paychecks is required.
Holidays
Trinity provides 11 paid holidays, including the Friday before Labor Day and the Friday before Memorial Day.
Summer Fridays
A half-workday on Fridays, Memorial Day through Labor Day.
Career Pathway
Individualized career pathway and career development plan.
Professional Society Membership
Annual membership dues for ASPPA or field-relevant membership paid by Trinity.
Trinity’s Internship and Leadership Academy
The academy, is designed to provide college students with a broad introduction to the financial services industry with a focus on retirement plans. The internship is conducted during the summer months. There are built in days for time off and opportunities to work more hours for Interns desiring more opportunities or income.
CEO Leadership Training
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- Learn from a curated curriculum by Anthony that was instrumental in his 20-year journey of entrepreneurship and leadership.
Executive Management Training
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- Actively participate in the same management training that mid-level managers will be going through in real time.
Department Rotation and Industry Exposure
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- Gain real world exposure to sales, marketing, operations, finance, actuarial, and human resources.
This systematic rotation to each area within the company will allow you to gain a clearer understanding of what it means to pursue a career in any one of these areas.
