Coming Soon - Trinity Pension Consultants Launching Online Distribution Request System
In an effort to streamline our participant distribution processing system and cut down on the time it takes to send and receive distribution paperwork, Trinity Pension Consultants is launching an online distribution request system for plan participants.
Beginning in September of 2011, plan participants who are eligible for a distribution will go to our new secure site to complete and electronically sign a distribution request. The information will be sent immediately to Trinity Pension Consultants for preparation of your plan's investment company paperwork. Trinity will still contact all plan sponsors directly to confirm vesting information and eligibility for distribution prior to finalizing paperwork. The final approval will go through the plan sponsor as always.
Later this month, your Relationship Manager at Trinity Pension Consultants will be contacting you directly to provide you with some additional details as well as a Participant Instruction Sheet for you to give to plan participants prior to their request.
Thank you for allowing Trinity Pension Consultants to handle your retirement needs! |