Trinity Pension Consultants was founded by Kevin Bergdorf, CPC, QPA, Anthony Warren, QKA and Nick Novoselich, CPC, QPA, QKA.
Trinity Pension Consultants is dedicated to removing the stress associated with maintaining the administration and compliance of your companys retirement plan with an OPEN solution that is simple, flexible and proactive. We put the relationship before the transaction. Only after we become partners with you in your business can we truly design a plan that begins with your company needs first. We call this OPEN.
Trinity also believes in a revenue sharing plan to help offset (or subsidize) your administration on a dollar-for-dollar basis.
The goal of this series of videos is to break down the complex cash balance plan to make it simpler to understand. Each video will answer a common question many financial advisors have about advanced plan design.