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Continuing Education

For CPAs

Increase your value and build stronger relationships by offering Cash Balance Plans.

Trinity Pension Consultants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

We offer a one-hour seminar on retirement plan design, administration, and IRS compliance of Cash Balance Plans. Our qualified instructors provide a basic history of Cash Balance plans and teach how to articulate the complex designs that create tax deferral opportunities for business owners.

During this one-hour continuing education, we dive deep to educate on:

  • Basic and Advanced Plan Design
  • Maximizing Tax Deductions
  • Cash Balance Plans

Seminar participants can earn up to 1 CPE credit in Specialized Knowledge field of study.

To schedule a session, contact your regional Regional Vice/President Retirement Sales.