Company Information

Get to know Trinity Pension Consultants

Founded in 2006, Trinity Pension Consultants is a professional services firm specializing in the consulting and administration of qualified retirement plans for businesses of all sizes. As a third-party administrator (TPA), they partner with financial advisors, CPAs, and other professionals to design, implement, and manage plans like 401(k)s and Cash Balance Plans. Their mission is to provide high-touch, personalized service, ensuring plans are compliant and optimized for their clients' goals. The company has grown through strategic acquisitions and is now part of Cetera.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Trinity Pension Consultants

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.