Insights, Trends and Perspectives in our Industry
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.
How We Work Together
01 Aug 2023
How the SECURE Act tax credits could work
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.
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
SECURE 2.0 Act of 2022: Expanding Coverage and Increasing Retirement Savings
09 Jan 2023
Celebrating Years of Service
01 Jan 2023
Defined Benefit Lump Sum
22 Nov 2022
