Retirement consultants are salaried, non-commissioned individuals that are exclusively dedicated to the Trinity Health retirement program. Your local Retirement Planning Consultant can help you with all aspects of your retirement planning.Retirement consultants are salaried, non-commissioned individuals that are exclusively dedicated to the Trinity Health retirement program. Your local Retirement Planning Consultant can help you with all aspects of your retirement planning.
|Topic||Contact/Referral Process||Phone Number/Email Address|
|Trinity Health Retirement Program||Transamerica Retirement Solutions Call Center||
|Trinity Health Pension Plan||Trinity Health Pension Plan Office||1.800.793.4733|
|CHE Employee Pension Plan||Retirement FOCUS||1.855.788.9681|
|Retirement Savings Plan Questions||Transamerica Retirement Solutions Call Center Or Your Local Transamerica Retirement Solutions Retirement Planning Consultant||See the Transamerica Retirement Solutions Retirement Planning Consultant Listing above.|
|Trinity Health Pension Plan Contact||Cynthia Wakeford Team Lead & Sr. Analyst, DB Service Center||
|Trinity Health Retirement Savings Plan Contact||Michelle Franklin Defined Contribution Analyst||
|Report address changes||Local Organization and Talent Effectiveness (OTE)/HR Office||-|
|Report beneficiary changes|
|Report intent to retire|
|Current welfare benefits (Medical, dental, vision, life, etc.)|
|Social Security provisions||Contact Social Security Administration||
|Taxation advice||Own personal advisor|
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