Trinity Pension Consultants was established in 2006 by friends and colleagues Anthony Warren and Kevin Bergdorf. Having worked for third-party administration firms and in the corporate financial world, they both realized there was a need for a TPA firm with a fresh perspective. Trinity values communicating clearly, building strong relationships and designing plans that put client needs first. The company employs 50 people and serves clients nationwide, partnering with mutual fund companies, insurance companies, brokerage firms, open-arrangements and others.