Trinity Hires New Defined Benefit Compliance Specialist
June 11, 2014 - Cleveland, OH
Trinity Pension Consultants, a third-party administration firm with offices in Cleveland, Columbus and Cincinnati, has announced the hiring of Lucas Benson as a Defined Benefit Compliance Specialist.
"I'm grateful for the opportunity to join this outstanding team of individuals at Trinity," said Benson. "I look forward to working to support our clients, ultimately helping them reach their financial goals."
As a Defined Benefit Compliance Specialist, Benson will offer analysis and testing of defined benefit retirement plans in order to assure compliance with existing laws and regulations. He will also run valuations and provide data to the plan actuary.
Prior to joining Trinity, Benson spent time as an implementation specialist at TurningTechnologies. He is a graduate of Youngstown State University, where he received his bachelor of arts in economics. Benson is married to his wife Elizabeth and has two dogs Emma and Scarlet. His hobbies include reading, playing darts, board games and the Cleveland Browns. He currently resides in Youngstown.
"We're excited to welcome Lucas to Trinity," said Principal Anthony Warren. "Lucas is a hard worker with a demonstrated commitment to helping organizations be successful. He is a great addition to our team."
For more information about Trinity Pension Consultants, visit www.trinitypension.com.
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. www.trinitypension.com