Your Team
We are the people who make Trinity Pension Group truly different. With a combined total of more than 400+ years’ experience in the retirement plan field, we’re professionals who either have the answers or know where to find them. We’d like to offer you a little bit of extraordinary.
“You are always there with answers and have found ways to simplify things for us.”
Leadership Team
Monica D. Brame
Senior Director of Business Development
ERPA, QPA, APR
As Senior Director of Business Development, Monica concentrates her marketing efforts by networking and conducting joint meetings with attorneys, CPAs, financial advisors, investment recordkeepers, and payroll companies. Her primary focus at Trinity is plan design and consulting.
Monica D. Brame
SENIOR DIRECTOR OF BUSINESS DEVELOPMENT
ERPA, QPA, APR
Ms. Brame has over 30 years in the retirement services industry. Monica founded Benefit Administration Group, L.L.C. in March of 1994 as a wholly-owned subsidiary for one of the top accounting firms in the country. She subsequently acquired the firm in 2003 and renamed the company Trinity Pension Group, LLC. On January 1, 2023, Trinity Pension Group, LLC became part of National Benefit Services, LLC.
The firm is a non-producing third-party administrator which provides consultation and administration for employer-sponsored qualified retirement plans. Trinity and NBS are ASPPA/CEFEX certified Plan Administrators and have standard operating procedures for all departments.
As Senior Director of Business Development, Monica concentrates her marketing efforts by networking and conducting joint meetings with attorneys, CPAs, financial advisors, investment recordkeepers, and payroll companies. Her primary focus at Trinity is plan design and consulting.
Monica is an IRS Enrolled Retirement Plan Agent (ERPA) and has been approved to practice before the IRS on certain retirement plan issues. She is also an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds ASPPA’s designation of Qualified Pension Administrator (QPA). She is a member of the ASPPA Business Leader’s Political Action Committee and ASPPA Benefits Council of the Carolinas. Additionally, Monica is a member of the National Institute of Pension Administrators (NIPA) and holds NIPA’s designation of Accredited Pension Representative (APR).
Kelly Brame
Senior Director of Operations
As Senior Director of Operations, Kelly concentrates his marketing efforts by networking and conducting joint meetings with attorneys, CPAs, financial advisors, and recordkeeping vendors. Additionally, his primary focus is the operational processes within the firm.
Kelly is a member of the American Society of Pension Professionals and Actuaries (ASPPA).
Kelly Brame
SENIOR DIRECTOR OF OPERATIONS
Kelly Brame has 20 years of experience in the retirement services industry. Prior to joining Trinity Pension Group, Kelly worked in management/operations in the manufacturing sector.
Trinity is a non‐producing third party administrator which provides consultation and administration for employer‐sponsored qualified retirement plans. The firm was acquired in 2003 by Kelly and Monica Brame, and Jan Dillon from the parent company, Dixon Hughes Goodman. Monica Brame founded the firm in 1994. On January 1, 2023, Trinity Pension Group, LLC became part of National Benefit Services, LLC.
As Senior Director of Operations, Kelly concentrates his marketing efforts by networking and conducting joint meetings with attorneys, CPAs, financial advisors, and recordkeeping vendors. Additionally, his primary focus is the operational processes within the firm.
Kelly is a member of the American Society of Pension Professionals and Actuaries (ASPPA).
Associate Director of Compliance Operations
Duane Williams QPA, QKC, QKA
Senior Plan Consultants
Melissa Brady QPA, QKC, QKA
Janice Fluke QPA, QKC, QKA
Plan Consultants
Nanette Hutchison QKA
Heather Lowe
Onboarding Consultants
Tracie Hill
Consultant Support
Anita Coggin
Marijane Fix
Susan Stack
Melissa Wagoner
When you partner with Trinity, you’ll have a one-on-one relationship with a consultant who will offer you quick solutions, reliable answers, and proactive planning. We think you’re going to enjoy getting to know us.