For

Financial Advisors

Partner with our highly credentialed Regional Vice Presidents and learn how to increase assets under management through retirement plans.

Provide your clients with a retirement plan experience that is customizable and strives to be incident free.

Retirement Plan Services

Trinity makes complex retirement plan concepts simple and creates an incident free experience through direct communication from a dedicated Relationship Manager.

Financial Advisor Training

Our Regional Vice Presidents are not only highly credentialed through ASPPA, but are also in the field to provide sales support to Financial Advisors.

CPA CE

As a trusted partner, we provide continuing education for your CPA colleagues.

Learning Center

2022 Benefit and Contribution Limits

10 Nov 2021

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

Announcement for Northeast Ohio Advisors

We would like to announce our newest Regional Vice President - Retirement Sales, Andy Bruno, CRPS

02 Aug 2021

5 Reasons to Start a 401(k) Safe Harbor Retirement Plan

03 May 2021

What is a Cash Balance Plan

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.

15 Mar 2021

Startup a 2020 Cash Balance Plan in 2021

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.

12 Mar 2021

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