Trinity Pension Consultants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
We offer a one-hour seminar on retirement plan design, administration, and IRS compliance of Cash Balance Plans. Our qualified instructors provide a basic history of Cash Balance plans and teach how to articulate the complex designs that create tax deferral opportunities for business owners.
During this one-hour continuing education, we dive deep to educate on:
- Basic and Advanced Plan Design
- Maximizing Tax Deductions
- Cash Balance Plans
