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.

Founded in

United States