For
Financial Advisors
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor and/or Financial Advisor never knew existed.
Plan Sponsors
Our goal is to make complex pension concepts simple to understand and we are dedicated to minimizing the time Plan Sponsors and Advisors spend on plan administration. Our highly credentialed staff work together to create customized retirement plans that leverages future financial potential.
Resources
Trinity Pension Consultants offers so much more than the precision of testing, processing, and reporting. We offer continuing education for CPAs, compliance calendars, industry knowledge, and case studies to better understand retirement plan regulations and designs.
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SECURE Act 2.0 of 2022: Qualified Plan Tax Credits
06 Feb 2023
SECURE 2.0 Act of 2022: Expanding Coverage and Increasing Retirement Savings
09 Jan 2023
Defined Benefit Lump Sum
22 Nov 2022
2023 Benefit and Contribution Limits
24 Oct 2022
Should my business owner client convert their SIMPLE IRA?
22 Sep 2022
Reminder:
Startup 401(k) Safe-Harbor Deadline
September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.
03 Aug 2021
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