Retirement Plan Consulting Services

Your Goals/

Our Approach

Ensure Retirement Readiness for your Employees.

Through Trinity’s focus on participant-driven outcomes, education, and communication to support them, we can assist you in supporting your employees in their quest to achieve a financially successful retirement.

Discover Options and Maximize Choices for your Plan.

Trinity Advisors Group provides comprehensive benchmarking for plan sponsors combined with top-notch participant experience and education. We have a unique unbiased methodology for selecting and monitoring investment options.

Build a Strong Partnership

Trinity builds strong long-term partnerships with our clients by creating an atmosphere of transparency and trust. The cornerstone of our success is a focus on providing outstanding client service and creative plan solutions.

Retirement Plan Services

Fee Benchmarking

We help you navigate through the convoluted world of retirement plan fees so that your plan has a straightforward, transparent, and competitive fee structure.

Fiduciary Coverage

Our fiduciary governance program is designed by ERISA attorneys to help busy fiduciaries leave a well-documented trail of prudent decision-making.

Plan Design

Optimize plan features to meet your specific goals and objectives within your budget and desired contribution level.


Participant Education

Improve retirement readiness through group and individual meetings to provide personal education and advice.

Investment Advisory

Develop an Investment Policy Statement (IPS) detailing the methodology used to select and monitor a diversified menu of mutual funds and/or Collective Investment Trusts (CIT).

Employee Financial Wellness

Work with our partner company, Trinity Wellness Advisors, to offer a program for your employees to assess their level of financial fitness and then receive individual 1-1 guidance to improve their financial lives.


SEC Form ADV, our Uniform Application for Investment Advisor Registration.


Choose Accredited Investment Fiduciary, AIF® – The Benefits of Choosing an Accredited Investment Fiducuary® Designee.