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Trinette Ray

Retirement Plan Consultant at Veratis Advisors, Inc.

Trinette Ray is a Partner and Retirement Plan Consultant at Veratis Advisors, Inc., an independent advisory firm specializing in corporate retirement plans and personal wealth management.12 She has over 30 years of industry experience in qualified and nonqualified retirement plans.1

Professional Background

Trinette's areas of focus include:

  • Advising corporate retirement plan clients
  • Plan operations
  • Compliance
  • Plan design
  • Provider selection1

Qualifications

Trinette has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is working toward the Qualified Pension Administrator (QPA) designation.1 She has earned professional designations including:

  • Certified Employee Benefit Specialist (CEBS)
  • Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania1

Education

Trinette is a graduate of UNC Chapel Hill.1

Role at Veratis Advisors

She serves as a member of Veratis's Leadership Committee1 and joined the firm in December 2021.2

Highlights

Our Firm - Veratis Advisors
Our Firm - Veratis Advisors
[PDF] VERATIS ADVISORS, INC. - FORM ADV

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Trinette Ray
Trinette Ray, photo 1
Trinette Ray, photo 2
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Location

Cary, North Carolina