Industry Insights
Insights, Trends and Perspectives in our Industry
At Trinity Pension Consultants our Staff carry several designations and strive to stay up to date and in the know with the retirement plan industry. At Trinity, we are known for making complex pension concepts simple and we are indispensable at helping Advisors gather assets through retirement plans.
REMINDER: Startup Safe-Harbor 401(k) Deadline
Heather Craigg | Aug 3, 2021 | Industry Insights
September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.
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Announcement for Northeast Ohio Advisors
Special Announcement and Introduction | Aug 2, 2021 | Industry Insights
We would like to announce our newest Regional Vice President - Retirement Sales, Andy Bruno, CRPS
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5 Reasons to Start a 401(k) Safe Harbor Retirement Plan
Heather Craigg | May 3, 2021 | Industry Insights
5 Reasons to Start a 401(k) Safe Harbor Retirement Plan
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What is a Cash Balance Plan
Heather Craigg | Mar 15, 2021 | Industry Insights
A Cash Balance Plan is a type of IRS-qualified retirement plan that operates under the rules of a defined benefit plan but gives the appearance of operating more like a 401(k) plan.
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Startup a 2020 Cash Balance Plan in 2021
Heather Craigg | Mar 12, 2021 | Industry Insights
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.
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SEPS, SIMPLES & 401(k)s
Heather Craigg | Jul 2, 2020 | Industry Insights
Understand the difference between SEPS, SIMPLES and 401(k)s
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Your Tennessee Update for Financial Advisors
Heather Craigg | May 15, 2020 | Industry Insights
We are excited to announce our growth in the Tennessee market! BETH CUNNINGHAM, Regional Vice President Retirement Sales, will be spearheading our expansion.
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Your Kentucky and Cincinnati Update for Financial Advisors
Heather Craigg | Apr 16, 2020 | Industry Insights
We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.
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CARES Act: The Major Provisions That Affect Your Retirement Plan
Heather Craigg | Apr 6, 2020 | Industry Insights
What it is, who qualifes, what has changed, and what to do with the CARES Act.
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Your Indiana Update for Advisors
Heather Craigg | Mar 26, 2020 | Industry Insights
We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD
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