The old saying "two heads are better than one" is certainly accurate, at least when it comes to designing retirement plans and client satisfaction. Third-party administrators, such as Trinity, and financial advisors can work together to create the best possible retirement plan for their clients.

State-of-the-Art Plan Design Support

By working with Trinity, a financial advisor can rely on experts who specialize in customized and creative plan designs that meet the needs of any plan sponsor.

Customer Service

Local TPAs have the ability to provide excellent customer service, helping to retain and gain clients. At Trinity, we provide plan sponsors with the same dedicated relationship manager for the first two years to answer their questions and offer solutions.

Compliance and Administrative Services

In addition to plan design, Trinity helps ensure plans are compliant on issues like loans and distributions. We also help clients navigate the end-of-year census data gathering, which can be frustrating and confusing. This one-on-one support helps build solid relationships.

Expand Your Business

Working with a local TPA can also help expand your network. Trinity can provide referrals and assist in the sales cycle for your business by providing plan design consultations and illustrations.