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How We Work Together

Financial Advisor

    • Investment Advice to the Plan Sponsor
    • Investment Education to the Plan Participants
    • Provide Due Diligence on Service Providers

Trinity Pension Consultants

    • Plan Document
    • Compliance Testing
    • Annual Form 5500
    • Distribution Processing
    • Consulting and Calculations

Investment Provider

    • Asset Management
    • Recordkeeping
    • Participant Website

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Trinity Pension Consultants