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.
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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Match Made in Finance Heaven
Heather Craigg | Feb 10, 2020 | Industry Insights
401(k) Profit Sharing + Cash Balance = $$$$$$$
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The 5 Steps to Increasing Asset Under Management with Cash Balance Plans
Heather Craigg | Oct 2, 2019 | Industry Insights
The following are practical tips on how to increase assets under management with cash balance plans.
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Make More Money Faster with Cash Balance Plans
Heather Craigg | 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?
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SIMPLE IRA vs. 401(k) Safe Harbor
Heather Craigg | Sep 26, 2019 | Industry Insights
401(k) Safe Harbor plans is your solution to SIMPLE IRAs.
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What Does a TPA do?
Heather Craigg | Feb 14, 2019 | Industry Insights
What’s the real difference between…
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Why Retirement Plans
Heather Craigg | Feb 12, 2019 | Industry Insights
Financial Advisors who offer retirement plan services to their current book of business can build a maintainable practice while making a significant difference to investors. Retirement plans offer you a way to further assist Clients, without changing your current business model.
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