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A Higher Contribution Limit

Cash Balance Plans

It is a common misconception that Cash Balance Plans are best suited for specific professional services such as Physicians, Attorneys, or CPAs.

At Trinity, we have the Ideal Cash Balance Plan for all industries. Our proven consultative options create designs that are compatible with company culture, demographic, and tailored to the specific needs of the company.

Below are the most common type of industries that currently have a Trinity Ideal Cash Balance Plan:

Key Take Away:  Construction and manufacturing services are heavy hitters in the Cash Balance retirement plan space and should not be overlooked. 

Contact your Regional Vice President/Retirement Sales to learn about our Ideal Cash Balance Plan for any industry.

About the author

Heather Craigg