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.
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.
13 Feb 2023
Example of how the SECURE Act tax credit could work
Tax credits that are part of the SECURE Act 2.0 legislation have been enhanced and expanded.
06 Feb 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
SECURE 2.0 Act: Tax credit for employer contributions
Startup 401(k) Safe-Harbor Deadline
September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.
03 Aug 2021
Announcement for Northeast Ohio Advisors
We would like to announce our newest Regional Vice President - Retirement Sales, Andy Bruno, CRPS
02 Aug 2021
5 Reasons to Start a 401(k) Safe Harbor Retirement Plan
03 May 2021
Your Tennessee Update for Financial Advisors
We are excited to announce our growth in the Tennessee market! BETH CUNNINGHAM, Regional Vice President Retirement Sales, will be spearheading our expansion.
15 May 2020
Your Kentucky and Cincinnati Update for Financial Advisors
We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.
16 Apr 2020
Your Indiana Update for Advisors
We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD