SOURCE: Trinity Pension Consultants

Trinity Pension Consultants

February 06, 2013 14:50 ET

Trinity Pension Consultants Continues to Expand Its Business to New Markets

AKRON, OH--(Marketwire - Feb 6, 2013) - Trinity Pension Consultants is a growing third-party administration firm specializing in retirement administration and actuarial services. Headquartered in Akron, with a second office in Columbus, Trinity is now expanding further south to the Cincinnati, Indianapolis and Lexington, Ky., areas.

"Columbus was a great place for our first satellite office," said Principal Anthony Warren. "It was close to our headquarters while giving us a new market to explore. We've been there for two years and have seen great success. We decided it was time to expand our services even further, and the Cincinnati area seemed like the next logical step."

Cincinnati was chosen for its proximity to Akron and Columbus, as well as its proximity to Indianapolis and Lexington. Market outreach efforts are being led by Retirement Plan Consultant Stacey Gruber, a 17-year veteran of the retirement plan industry.

It was important for Gruber to be located in the new territory as one of Trinity's greatest strengths is its ability to provide local, face-to-face service for financial advisors and plan sponsors.

"Our main goal right now is to reach out to financial advisors in the area," Gruber said. "We want to help them build their businesses by providing support, consultative services and exceptional customer service for their qualified retirement clients."

Trinity was founded in 2006 by Warren and colleague Kevin Bergdorf. The company has grown from a small, single office in Akron, Ohio to a company that has tripled in size and locations. Warren and Bergdorf built the business around the belief of putting relationships first by understanding the goals of the businesses it partners with. Trinity's OPEN service model reflects this philosophy and sets the company apart from other third-party administrators.

"We believe in being open with financial advisors and plan sponsors on everything from plan design to fee structure," Warren said. "I'm excited to bring this idea to a new market while helping financial advisors build the best retirement plans for their clients."

For more information about Trinity Pension Consultants, visit

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