Trinity Pro: Retirement Plan Service for Small Businesses

Trinity Pro services relieves the Plan Sponsor of the census download, resulting in eligibility support, and distribution support for your client’s retirement plan.

Trinity has partnered with select payroll providers to create an incident free experience for your Clients.?Prevent errors, delays, and missed opportunities with the added benefits of Trinity Pro!

The Ideal Plan Sponsor for Pro Services:

• A Plan Sponsor with at least 10 employees.
• A Plan Sponsor with limited staff or support to handle the census audit and download for their retirement plan.
• A Plan Sponsor that wants to focus on the day to day of business and not administering their plan.
• A Plan Sponsor that has missed deferral opportunities in the past.
• A Plan Sponsor that wants to be hands off with distributions and create efficiencies for their participants.

At Trinity, we know retirement plans are complicated and tedious. Partnering with a third-party administrator that can act as your quarterback or extension of your team makes retirement planning simple.

Click HERE to connect with your Regional Vice President to learn more.