Choose Accredited Investment Fiduciary, AIF® – The Benefits of Choosing an Accredited Investment Fiducuary® Designee.
01. Experience
Everyone on our team has over 25 years of experience in the industry, specializing in retirement plan design and fiduciary support.
About us
Trinity Advisors Group
Trinity Leadership
Collateral
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Michael McCabe, AIF®, CPFA ®
President
Benchmarking Postcards
Extra Materials
Sample ICR
2024 Benchmarking Infographic
2025 Benchmarking Agenda
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02. Objectivity
We work with many different partners and providers to provide un-biased, cost-effective solutions to meet your specific plan needs.
03. Focus
Our single focus on retirement plans ensures our only goal is to offer the best solution with the highest quality and the lowest cost for your plan with engaging education for your participants.
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Check the background of your financial professional on FINRA's BrokerCheck. Information provided by Alera Group should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.
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136 N Church St, West Chester, PA 19380
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We are proud to be part of Alera Group!
Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.
Retirement Plan Consulting and Education for Plan Sponsors and Participants
Carmela Elco, AIF®, CBFA
®
Senior Partner
Carmela.Elco@aleragroup.com
Tracey Kirby, CPC, CPFA
®
Principal
Tracey.Kirby@aleragroup.com
Carole McCabe
Principal
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We are an independent, SEC registered investment advisor who works with and is paid only by our clients, avoiding conflicts of interest. Our sole focus is retirement plans. Many other providers offer insurance, benefits, or individual investment or financial planning. Trinity Advisors Group directs all our attention to retirement readiness, discovering the best options to maximize choices for your plan, and building a long-term partnership with you.
Our difference
Participant
Education
Improve retirement readiness through group and individual meetings to provide personal education and advice. /span>
Investment
Advisory
Develop an Investment Policy Statement (IPS) detailing the methodology used to select and monitor a diversified menu of mutual funds and/or Collective Investment Trusts (CIT).
Employee
Financial Wellness
Work with our partner company, Trinity Wellness Advisors, to offer a program for your employees to assess their level of financial fitness and then receive individual 1-1 guidance to improve their financial lives.
Fee
Benchmarking
We help you navigate through the convoluted world of retirement plan fees so that your plan has a straightforward, transparent, and competitive fee structure.
Fiduciary
Coverage
Our fiduciary governance program is designed by ERISA attorneys to help busy fiduciaries leave a well-documented trail of prudent decision-making.
Plan
Design
Optimize plan features to meet your specific goals and objectives within your budget and desired contribution level. .
Our services
SEC Form ADV, our Uniform Application for Investment Advisor Registration
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Your goals + Our approach
Ensure Retirement Readiness for your Employees.
Through our focus on participant-driven outcomes, education, and communication to support them, we can assist you in supporting your employees in their quest to achieve a financially successful retirement.
Discover Options and Maximize Choices for your Plan.
We provides comprehensive benchmarking for plan sponsors combined with top-notch participant experience and education. We have a unique unbiased methodology for selecting and monitoring investment options.
Build a Strong Partnership
We build strong long-term partnerships with our clients by creating an atmosphere of transparency and trust. The cornerstone of our success is a focus on providing outstanding client service and creative plan solutions.
