Trinity Investment Advisors offers retirement plan consulting designed around a process of retirement readiness, discovery, and a long-term partnership. We are process-oriented and have developed a systematic approach to retirement plan design, implementation and monitoring. We focus on quality, dedication to putting participants first, a philosophy of designing effective plans from the ground up and more than 20 years of experience in retirement planning.
Watch a short video from Michael McCabe describing the Trinity difference:
Our process includes:
Many employees aren’t prepared for retirement. By partnering with us, you will have an enhanced ability to fulfill your responsibility to help your employees position themselves for a successful retirement. We help you to maximize your available resources to achieve a participant-driven plan that offers:
Discover Options & Maximize Choices
Our goal is to optimize an individually tailored solution for each client. This involves vendor selection and monitoring, development and implementation of a service model and investment recommendations. We have access to a broad variety of mutual fund families that provide thousands of fund choices.
Department of Labor regulations require that plan sponsors avoid conflicts of interest and exercise due diligence in the design and administration of retirement plans. At Trinity Investment Advisors, we’re committed to providing comprehensive fiduciary coverage so retirement plan sponsors can fulfill all their responsibilities under federal Department of Labor fiduciary rules. We ensure that you meet all of your responsibilities which include:
Following the procedures established in written plan documents.
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