Sarah Vaughan

Background

About Sarah Vaughan

I’m a retirement plan distribution specialist with a strong focus on accuracy, regulatory integrity, and operational efficiency. At Trinity Pension Consultants, Inc, I serve as a leader in plan terminations and mandatory distributions, processing 100+ participant distributions each month while ensuring full alignment with ERISA and IRS regulations.In addition to day-to-day processing, I update, manage, and train team members on internal operating procedures for mandatory distributions to ensure consistency, compliance, and audit readiness across the department.I’m known for being detail-oriented, dependable under pressure, and confident navigating complex plan documents and compliance challenges. I enjoy solving technical problems, reducing risk exposure, and serving as a trusted resource for advisors and internal teams.My background in payroll administration, office management, and business ownership gives me a well-rounded perspective. I understand both regulatory precision and the operational realities behind it.I’m motivated by growth, ownership, and opportunities where compliance excellence and leadership are valued.