Carmela Elco

Trinity Advisors Group



Ms. Elco is a Managing Director and Senior ERISA Consultant with Trinity Advisors Group, and was previously President of Resources for Retirement. Trinity Advisors Group is a fee-only investment consulting firm that provides unbiased and objective financial consulting through three main practice areas: ERISA Retirement, Foundations and Endowments and Wealth Management. Trinity Advisors Group acts as fiduciary for their clients' portfolios, passionately advocating low cost investments and full fee transparency, and offering a broad service suite for both institutions and individuals.

Ms. Elco works with clients to help them comply with ever-changing rules and regulations, navigate complex and sensitive retirement plan mergers, build thoughtful and responsible defined benefit replacement plans, monitor investments and understand the challenges and available opportunities in order to create effective and competitive retirement programs. She has hands-on experience with multiple-plan consolidation, employee communication and administration from a plan sponsor perspective.

As a recognized leader in the retirement industry, Ms. Elco has testified before the U.S. Department of Labor's ERISA Advisory Council, helping to shape how plan sponsors evaluate target date funds. She was recently named one of the top retirement advisors in the country by PLANADVISER Magazine.

(610) 344-9300
Philadelphia, PA
Client Plans: 40



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