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Resources

Trinity Pension Consultants is an industry leader in the retirement plan space

The marketplace knows us best for making complex retirement concepts simple to understand.

We not only provide Financial Advisors and Business Owners with a unique retirement plan experience, but we also arm them with industry knowledge that is useful and timely.

Continuing Education for CPA Colleagues

We offer a one-hour seminar on retirement plan design, administration, and IRS compliance of Cash Balance Plans.

Compliance Calendar

Sponsoring a retirement plan is a lot of responsibility to remain compliant with the DOL and IRS.

The Cash Balance App

How much can you contribute to a Cash Balance Plan?

Learning Center

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.

07 Mar 2023

Startup a 2022 Cash Balance or Profit Sharing Plan in 2023

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.

13 Feb 2023

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