SOURCE: Trinity Pension Consultants

Trinity Pension Consultants

August 05, 2015 16:54 ET

Trinity Pension Consultants Expands Its Business Into KY Markets

CLEVELAND, OH--(Marketwired - Aug 5, 2015) - Trinity Pension Consultants, an ever-growing third-party administration firm specializing in retirement administration and actuarial services, is excited to announce that they are growing into the Kentucky market.

"In the last two years, we've had a tremendous amount of success in the Cincinnati area and we see that there is even more potential for us to expand into Kentucky," said Principal Anthony Warren. "These are two areas where our dependable customer service, along with our OPEN and PROMISE philosophies, that sets Trinity apart from other pension consultant firms."

Warren and colleague Kevin Bergdorf founded Trinity in 2006. 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 their clients. Trinity's OPEN service model reflects this philosophy.

Bergdorf, a leading expert on Cash Balance Plans, is leading the new market. He is living in the area and has been actively working there for some time.

"Our company prides itself on being open and transparent with financial advisors and plan sponsors on everything from plan design to fee structure," Bergdorf said. "I'm excited to bring our fresh ideas to this new market while helping financial advisors build the best retirement plans for their clients."

For more information about Trinity Pension Consultants, visit

About Trinity Pension Consultants
Trinity Pension Consultants was established in 2006 by friends and colleagues Anthony Warren and Kevin Bergdorf. Both had worked for a local third-party administration firm and in the corporate financial world. Their experiences led them to realize there was a need for a TPA firm that had a fresh perspective on what financial advisors needed and wanted. Trinity's OPEN solution means clear communication, building relationships, and understanding the clients' businesses and challenges in order to design a plan that puts their needs first.

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