Trinity Pension Consultants

Firm Profile

Trinity Pension Consultants, Inc. is one of the largest independent and non-producing Third-Party Administration firms in Ohio that focuses exclusively on qualified retirement plan administration. Trinity has clients across the United States and works with a full scope of Investment Providers, including mutual fund companies, insurance companies, brokerage firms, and open-architecture arrangements.

Key Contacts

Jennifer Heideloff, 234.788.2206,

Adam Warren, 330.668.3747,


Est. 2006

State(s) with a Physical Presence


Sponsored Plans Supported


Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • 403(b)

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests