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.
Match Made in Finance Heaven
Heather Craigg | Feb 10, 2020 | Industry Insights
401(k) Profit Sharing + Cash Balance = $$$$$$$
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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.
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The 5 Steps to Increasing Assets 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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