?? Congratulations to Morgan Robertson on a well-deserved promotion to Professional Retirement Plan Analyst! ?? Morgan’s dedication, expertise, and hard work as a Retirement Plan Analyst have truly made a difference. This promotion is a testament to her commitment to excellence and continuous growth in the field. Wishing you continued success in this next chapter of your career, Morgan! ?? #Promotion #Congratulations #CareerGrowth #RetirementPlans #Success
Trinity Pension Consultants
金融服务
Akron，Ohio 1,930 位关注者
Trinity Pension Consultants makes complex retirement plans simple to understand.
关于我们
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand. Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia. Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
- 网站
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https://www.trinitypension.com/
Trinity Pension Consultants的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Akron，Ohio
- 类型
- 私人持股
- 创立
- 2006
- 领域
- Cash Balance Plans、Retirement Plan Design、Actuarial Team、Prospecting and Point of Sale、401k、Third Party Administrator、Retirement Plan、CPA、Financial Advisor Training、Tax Strategy、SECURE Act、Qualified Retirement Plan、Small Business、Plan Sponsor和3.16 Services
地点
Trinity Pension Consultants员工
动态
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Big Congratulations! ?? We are thrilled to announce that Alecia Mellor has been promoted from Senior Distribution Specialist, Team Lead to Manager, Distributions! ???? Alecia’s leadership, dedication, and expertise have been integral to the success of her team. This promotion is a well-deserved recognition of her hard work and continued commitment to excellence. Wishing Alecia all the best — excited to see all that she will accomplish! #Promotion #Leadership #CareerGrowth #TeamExcellence #WellDeserved #Congratulations
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Congratulations! ?? We are excited to announce that Brianna Breckenridge has been promoted from Bookkeeper to Financial Administrator! ???? Bri’s attention to detail, dedication, and strong work ethic have made a significant impact on our team. This well-deserved promotion is a reflection of her hard work and growth. Wishing Bri continued success in her career — there’s no doubt she will continue to shine! #Promotion #CareerGrowth #Finance #WellDeserved #Congratulations
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Exciting News – Congratulations! ?? Join us in celebrating Zachery Mountel, CPC on his promotion from Professional Regional Vice President to Senior Regional Vice President! ???? Zak’s dedication and passion for excellence have made a lasting impact. This well-earned promotion is a testament to his hard work and commitment to success. Wishing Zak continued growth and achievement! #Congratulations #Promotion #CareerSuccess #WellDeserved
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Big Congratulations! ?? We’re excited to share that Andy Bruno, CRPS, QKA has been promoted from Regional Vice President to Professional Regional Vice President! ???? Andy’s hard work and dedication have been instrumental in driving success. This well-earned promotion is a testament to his impact and commitment to excellence. Please join us in congratulating Andy on this achievement—wishing him continued success in his career! #Promotion #CareerGrowth #Congratulations
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Exciting Leadership Promotion! ?? Please join me in congratulating Anthony Parisi, QKA on his well-earned promotion from District Manager – Retirement Plan Sales to Partner – Head of Sales! ???? Anthony’s dedication, leadership, and expertise have been instrumental in driving growth and success. His ability to build strong relationships, mentor teams, and deliver exceptional results makes him a perfect fit for this role. Wishing Anthony continued success as he takes on this next chapter. Well deserved! #Promotion #Leadership #SalesExcellence #CareerGrowth #WellDeserved
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Celebrating a Well-Deserved Promotion! ?? Exciting news— A.J. Graves, FSA, EA, MSEA has been promoted from an Actuary to Manager, Actuarial Services! ???? A.J. has consistently demonstrated exceptional expertise, leadership, and dedication. This next step is a reflection of hard work, commitment, and the impact A.J. has made on the team. Congratulations, A.J.! Wishing you continued success in this new leadership role. ?? #Promotion #Leadership #ActuarialServices #CareerGrowth #WellDeserved
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?? Start 2025 Strong with Tax-Saving Strategies for Your Clients As we dive into 2025, many business owners are already seeking ways to maximize tax savings and boost retirement savings. One powerful tool to consider? Starting a Cash Balance or Profit Sharing Plan. ?? Did you know you can establish a Cash Balance or Profit Sharing Plan for 2024 even if you wait until 2025 to fund it? This flexibility allows your clients to: ?Capture significant tax deductions for 2024. ?Bolster retirement readiness for themselves and their employees. ?Enjoy the extended time frame to meet deadlines. At Trinity Pension Consultants, we specialize in designing and administering these plans seamlessly, ensuring your clients get the full benefit while you stay focused on their broader financial goals. ?? Ready to learn more? Check out our latest blog for key details: #FinancialAdvisors #CPAs #CashBalancePlans #ProfitSharing?
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Exciting Career Milestone! ?? Please help us congratulate Robert Brown, who has been promoted from Senior Retirement Plan Analyst, DB to Actuary! ???? Robert’s expertise, dedication, and problem-solving skills have been instrumental in driving success. This transition is a testament to his hard work and passion for data-driven insights. Congratulations, Robert! We know you will have continued success in this new chapter. ???? #Promotion #CareerGrowth #Actuary #WellDeserved
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?? Celebrating Our 2024 Achievement Award Winners! ?? We recently had the privilege of honoring some incredible team members at our 2024 Achievement Awards Ceremony. It was an inspiring moment to celebrate their dedication, passion, and contributions to our success. ?? Please join us in congratulating the following individuals for their outstanding achievements:? ? Ezra Gorman QPA, QKC, QKA Michael Carr, QKC, QKA? Spencer Phillips? Zachery Mountel, CPC? Heather Craigg? Jaime MacIsaac, QKA? Elizabeth Jordan Emily Kohrs Ryan Broadbent? Laurel Leonard, CPC, QPA, QKA ? Your hard work and commitment continue to make a remarkable impact, and we couldn’t be prouder to have you on our team! ?? Service Milestones Recognized:? 5 Years of Service: Holly Watson, Dennis Clem? 10 Years of Service: Jessica Ladny, Alecia Mellor A heartfelt thank you for your dedication and for being such a key part of our journey. ?? Special Recognition: We are also excited to celebrate Bob Brown on becoming an Enrolled Actuary! Bob, your expertise and growth inspire us all. To all our award winners and those celebrating milestones—thank you for everything you do. Here's to continued success and even more accomplishments in the years ahead! ?? Interested in joining our amazing team? Explore our open positions here: https://lnkd.in/e45xmcAq #EmployeeRecognition #CompanySuccess #Teamwork #Leadership #ServiceMilestones #EmployeeExcellence #ThankYou?
Career Opportunities | Trinity Pension Consultants
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