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 401(k) Safe-Harbor Deadline

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

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

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

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

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

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

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

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

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

Mar 26, 2020 | Industry Insights

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

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