Insights, Trends and Perspectives in our Industry

Learning Center

At Trinity Pension Consultants, we have more than 200 years of experience between our Executive and Management teams in the retirement plan space. Every day, we leverage that expertise to bring a fresh perspective to the marketplace.

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.

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

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.

SECURE Act 2.0 of 2022: Qualified Plan Tax Credits

SECURE 2.0 Act of 2022: Expanding Coverage and Increasing Retirement Savings

Celebrating Years of Service

Defined Benefit Lump Sum

2023 Benefit and Contribution Limits

Should my business owner client convert their SIMPLE IRA?

Reminder:

Startup 401(k) Safe-Harbor Deadline

September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.

Announcement for Northeast Ohio Advisors

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

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