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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.

We understand the challenges that come with selling retirement plans. That's why we've developed a series of exclusive trainings designed to help Financial Advisors grow their business.

Our trainings cover a range of topics, including:

  • Owner only plans and how they can impact your client's tax liability.
  • 401(k) Safe Harbor + Profit Sharing plans designed to benefit the employer and employee.
  • SECURE 2.0 Act and the three major sections that can help you sell more plans.

The Trinity Learning Center trainings are not one-size-fits-all. We will work with you to identify your specific needs and customize our trainings to meet them. Whether you're a new Advisor or an established one, we can help you grow your business.

Contact your Regional Vice President/Retirement Sales to learn more about our proprietary advisor trainings today and start unlocking your business's full potential.