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Retirement

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.  

  • 3(16 Services
  • Plan Design Consulting
  • Defined Contribution Services
  • Defined Benefit Services
  • Administrative and Recordkeeping Services

Meet Our

Lead Relationship Management Team

Customized Service for Every Client

Standard, Enhanced, and Complete

Our standard services listed below are included in the annual administrative fee at no additional cost.

401(k) Administrative Task
Standard
Enhanced
Complete

Draft plan document

x

x

x

Annual plan testing

x

x

x

Annual valuation

x

x

x

Audit Advisory

x

x

x

Restatements

x

x

x

Distribution processing

x

x

x

Force-out projects

x

x

x

Form 5500 filing and signing

x

x

x

Approve and sign off on distributions (requires Sponsor review)*

x

x

x

Sign plan amendment to the plan document

x

x

x

Annual census data collection*

 

x

x

Approve, review, and sign off on distributions (no Sponsor review)*

   

x

*Service dependent on Recordkeeper and Payroll Provider

Connect

with your Regional Vice President to learn more.