Retirement Plan Intern
What is a TPA and what do we do?
Third Party Administrators (TPA) work to ensure our clients' retirement plans comply with government regulations. This includes document preparation, benefit statement generation, and preparing annual compliance testing that is required by the IRS.
What you'll be doing:
- Support, complement, lead and influence Trinity’s corporate philosophy and cultural values
- Assist with ongoing and special projects as assigned
- Comply with data integrity and security policies while keeping information confidential
- Follow all policies and procedures
- Other duties as assigned
Join our team for the summer, where our mission is to be indispensable in helping Financial Advisors win and keep retirement plan clients.
You will gain valuable work experience, get an in-depth introduction to retirement plans and the pension industry, and learn how to make complex concepts simple.