For

Plan Sponsors

Our staff designs every retirement plan with your goals in mind to create effective and personalized results.

As the IRS and Department of Labor rules evolve and as your business may change, you can trust Trinity to provide the proper guidance every step of the way. The services we offer you make the retirement plan experience simple and efficient.

Trinity Pro

Trinity Pro service is an alliance between Trinity Pension Consultants and your payroll provider.

Ideal Cash Balance

Why add just any Cash Balance plan, when you can add an Ideal Cash Balance Plan that delivers predictable, sustainable, and flexible results?

Dedicated Support

When Anthony Warren, Partner and Chief Executive Officer started Trinity, he realized that the number one reason businesses with existing plans changed providers was poor service, not fees.