Working with a third-party administrator like Trinity Pension Consultants gives you the extra client support you need to grow your business and keep your current clients satisfied.

 

Below are six ways you can benefit from working with Trinity:

 

1. Receive state of the art plan design support

Trinity Pension's retirement plan consultants are experts at customized and creative plan designs that meet the needs of any plan sponsor. Your current clients will benefit from having a trusted resource to regularly review their plans, and presenting customized plan design options to potential clients will help you gain new business.

 

2. Get compliance and technical expertise

In addition to plan design, Trinity helps ensure your clients' plans are compliant on issues like loans and distributions. We can also help guide plan sponsors through legislative changes and operational challenges.

 

3. Full disclosure and fees

Trinity has always provided a clear and understandable fee structure, before it was mandatory. As part of our OPEN philosophy, we are also able to offset your clients' fees through revenue sharing.

 

4. Enhance client service and satisfaction

As part of our Trinity PROMISE, we provide plan sponsors with the same dedicated relationship manager for the first two years to answer their questions and offer solutions, increasing client satisfaction.

 

5. Save valuable time

Trinity can assist with such tasks as collecting prior plan documents and completing historic data testing. We can also assist in getting paperwork signed and helping to ensure a quick and easy transition.

 

6. Expand your business.

And finally, Trinity can help expand your network, provide referrals and can assist in the sales cycle for your business by providing plan design consultation and illustrations.

 

To learn more about how Trinity can help you, visit our website at www.trinitypension.com.