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.

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

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.

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.

SEPS, SIMPLES & 401(k)s

Heather Craigg | Jul 2, 2020 | Industry Insights

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

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.

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.

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.

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

Match Made in Finance Heaven

Heather Craigg | Feb 10, 2020 | Industry Insights

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

SECURE Act: What it means for your retirement plan business

Heather Craigg | 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.