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Retirement Planning Consultant Directory (pdf) 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.

 

Important Contact Information

Topic Contact/Referral Process Phone Number/Email Address
Trinity Health Retirement Program Transamerica Retirement Solutions Call Center

1.800.394.5240

Email :TrinityRetirementProgram.CustomerCare @transamerica.com

Retirement Program Website https://retirementprogram.trinity-health.org
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

734.343.0788

wakeforc@trinity-health.org
Trinity Health Retirement Savings Plan Contact Michelle Franklin Defined Contribution Analyst

734.343.0447

franmich@trinity-health.org
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

1.800.772.1213

www.ssa.gov
Taxation advice Own personal advisor

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