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Plan Services

As a privately owned, independent, non-producing third-party administrator, we are here as a trusted partner to help you increase assets under management through retirement plans.

Rely on our in-house actuarial team to deliver compliant and efficient results for your business owner clients.

Our retirement plan services are personalized for any size business from payroll integration to 3.16 services and plan design consulting. Trinity makes complex retirement plan concepts simple and creates an incident free experience through direct communication from a dedicated Relationship Manager.  

  • Trinity Pro Payroll Integration Services
  • 3(16) Services
  • Plan Design Consulting
  • Defined Contribution Services
  • Defined Benefit Services
  • Administrative and Recordkeeping Services