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 Benefit of a QACA 401(k) Retirement Plan

Pooled Employer Plans (PEPs) vs. 401(k) Plans:

Retroactive Retirement Plan

Employee Awards

2024 Town Hall: Celebrating Years of Service

How We Work Together

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.