Rollovers Made Simple.

Maybe you have just recently left an employer or you left some time ago.  You have a 401k account or other company retirement plan.  You can take control of your retirement plan and invest Catholic.

Trinity has an established custodial relationship with Schwab Institutional.  We open an account at Schwab Institutional and start the transfer process. 

In almost all cases, rolling over your 401k causes no current tax liability.

We help you rollover your 401k into an Individual Retirement Account (IRA) with Trinity Fiduciary Partners, LLC as your investment advisor.  We can help you invest in a portfolio that includes Catholic investment options. 

To find out more including a fee schedule, please call 866.716.0077 or email Trinity.