At Trinity, we know retirement plans are complicated and tedious.
Partnering with a third-party administrator that can act as your quarterback or extension of your team makes retirement planning simple. Prevent errors, delays, and missed opportunities with the added benefits of Trinity Pro.
The service includes:
Trinity will automatically collect your census information required for annual compliance testing. This saves you time and the headache of auditing your census file.
Trinity will provide proactive tracking and communication when employees are eligible to participate. This saves you time and keeps you from missing a deferral opportunity.
Trinity will process distributions faster without needing to verify data with you. This saves you time and further relieves you of paperwork.