About Trinity Pension Consultants
Trinity Pension Consultants makes complex retirement plans simple to understand.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Akron, Ohio
- Founded
- 2006
- Company type
- Privately Held
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand.
Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Specialties
- Cash Balance Plans
- Retirement Plan Design
- Actuarial Team
- Prospecting and Point of Sale
- 401k
- Third Party Administrator
- Retirement Plan
- CPA
- Financial Advisor Training
- Tax Strategy
- SECURE Act
- Qualified Retirement Plan
- Small Business
- Plan Sponsor
- and 3.16 Services
Company locations
202 Montrose West Ave, Suite 310, Akron, Ohio 44321, US
425 Metro Pl N, Dublin, Ohio 43017, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Finance
- Financial Services
On LinkedIn
- Followers
- 2,156
- People linked to this company
- 68
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.