Pension Group

Trinity Pension Consultants Inc. specializes in simplifying complex pension concepts for financial advisors and plan sponsors. With a dedicated team of highly credentialed professionals, they create customized retirement plans that maximize future financial potential while minimizing administrative burdens. In addition to their core services, Trinity Pension Consultants offers valuable resources, including continuing education for CPAs, compliance calendars, and industry knowledge to help clients navigate retirement plan regulations and designs. Their innovative approach goes beyond basic 401(k) plans to uncover opportunities previously unnoticed by plan sponsors and financial advisors. Generated from the website

Principal Life Insurance Company offers a range of financial products and services for individuals and families. The company has been in operation for more than 125 years. It offers a variety of employee benefits plans and has over 5 million group insurance members. The company assists employers in administering programs and helps employees understand plan benefits. Principal Life Insurance Company also offers self-funded solutions for employers through its national accounts division. The company s Principal Employee Benefit Service Center operates 24 hours a day, seven days a week. In addition, it provides HealthyConnections services. Principal Life Insurance Company is a member of the Principal Financial Group.

As your local New York Life agent, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience protecting lives. With our proven process and trusted solutions, I can help you protect and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success.