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.

SEPS, SIMPLES & 401(k)s

Jul 2, 2020 | Industry Insights

Understand the difference between SEPS, SIMPLES and 401(k)s

Read More

Your Tennessee Update for Financial Advisors

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.

Read More

Your Kentucky and Cincinnati Update for Financial Advisors

Apr 16, 2020 | Industry Insights

We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.

Read More

CARES Act: The Major Provisions That Affect Your Retirement Plan

Apr 6, 2020 | Industry Insights

What it is, who qualifes, what has changed, and what to do with the CARES Act.

Read More

Your Indiana Update for Advisors

Mar 26, 2020 | Industry Insights

We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD

Read More

Match Made in Finance Heaven

Feb 10, 2020 | Industry Insights

401(k) Profit Sharing + Cash Balance = $$$$$$$

Read More

SECURE Act: What it means for your retirement plan business

Jan 24, 2020 | Industry Insights

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.

Read More

The 5 Steps to Increasing Assets Under Management with Cash Balance Plans

Oct 2, 2019 | Industry Insights

The following are practical tips on how to increase assets under management with cash balance plans.

Read More

Make More Money Faster with Cash Balance Plans

Sep 30, 2019 | Industry Insights

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?

Read More

SIMPLE IRA vs. 401(k) Safe Harbor

Sep 26, 2019 | Industry Insights

401(k) Safe Harbor plans is your solution to SIMPLE IRAs.

Read More