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 2.0 Act: START UP Tax Credit for Small Businesses
08 Jun 2023
The Truth About Cash Balance Plans and Non-Qualified Retirement Plans
While both Cash Balance and Non-Qualified plans are great tools for maximizing benefits to owners and key employees, there are significant differences between the two.
24 Apr 2023
2022 Employee Awards
We are thrilled to announce and recognize our employees who have made significant contributions to the company.
24 Mar 2023
Discover the Ideal Cash Balance Plans
A Cash Balance Plan is a type of IRS-qualified retirement plan that operates under the rules of a defined benefit plan but gives the appearance of operating more like a 401(k) plan.
07 Mar 2023
The Ideal Cash Balance Plan for All Industries
With the SECURE Act legislation, the NEW Cash Balance Start-Up Deadline for a 2020 tax deductible plan is July 31st, 2021 when you request a tax-filing extension.
Startup a 2022 Cash Balance or Profit Sharing Plan in 2023
13 Feb 2023
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