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.

The Truth About Cash Balance Plans and Non-Qualified Retirement Plans

To Bundle or not to bundle?

Most Common Misconceptions

The 7 Limitations of a SIMPLE IRA

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.

2022 Employee Awards

We are thrilled to announce and recognize our employees who have made significant contributions to the company.

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.

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 2.0 Act of 2022: Expanding Coverage and Increasing Retirement Savings

Celebrating Years of Service

Defined Benefit Lump Sum

SECURE 2.0 Act: Tax credit for employer contributions