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Trinity Pro

supported by Payroll Integrations

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.

Skip the year-end data collection process with Trinity Pro. We have partnered with Payroll Integrations to eliminate the pain of year-end census data collection.

With Trinity Pro, inaccurate census information, delayed distribution processing, and missed deferral opportunities are a thing of the past.  Trinity Pro, supported by Payroll Integrations is your solution to a more convenient experience.

Services included:

Integration

180 and 360 integration with select recordkeepers and payroll providers. 

Data Collection

Trinity will collect census data for compliance and testing to ensure that the plan is compliant all year round.

Distribution Processing

Trinity will process distributions faster without needing to verify data with the business owner.