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.
CARES Act: The Major Provisions That Affect Your Retirement Plan
What it is, who qualifes, what has changed, and what to do with the CARES Act.
06 Apr 2020
Match Made in Finance Heaven
401(k) Profit Sharing + Cash Balance = $$$$$$$
10 Feb 2020
SECURE Act: What it means for your retirement plan business
The purpose of the SECURE Act legislation is to make it easier for individuals to save for retirement through their employer’s qualified retirement plan.
24 Jan 2020
The 5 Steps to Increasing Assets Under Management with Cash Balance Plans
The following are practical tips on how to increase assets under management with cash balance plans.
02 Oct 2019
Make More Money Faster with Cash Balance Plans
Every single day in the small plan market, cash balance plans are being discussed, evaluated, and implemented. Are you one of the elite level Financial Advisors joining in on this conversation?
30 Sep 2019
SIMPLE IRA vs. 401(k) Safe Harbor
401(k) Safe Harbor plans is your solution to SIMPLE IRAs.
What Does a TPA do?
What’s the real difference between…
14 Feb 2019
Why Retirement Plans
Financial Advisors who offer retirement plan services to their current book of business can build a maintainable practice while making a significant difference to investors. Retirement plans offer you a way to further assist Clients, without changing your current business model.
12 Feb 2019
