Insights, Trends and Perspectives in our Industry

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At Trinity Pension Consultants, we have more than 200 years of experience between our Executive and Management teams in the retirement plan space. Every day, we leverage that expertise to bring a fresh perspective to the marketplace.

Defined Benefit Lump Sum

SECURE 2.0 Act: Tax credit for employer contributions

Reminder:

Startup 401(k) Safe-Harbor Deadline

September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.

Announcement for Northeast Ohio Advisors

We would like to announce our newest Regional Vice President - Retirement Sales, Andy Bruno, CRPS

5 Reasons to Start a 401(k) Safe Harbor Retirement Plan

Your Tennessee Update for Financial Advisors

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

We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.

Your Indiana Update for Advisors

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

CARES Act: The Major Provisions That Affect Your Retirement Plan

What it is, who qualifes, what has changed, and what to do with the CARES Act.

SECURE Act: What it means for your retirement plan business

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.

The 5 Steps to Increasing Assets Under Management with Cash Balance Plans

The following are practical tips on how to increase assets under management with cash balance plans.

What Does a TPA do?

What’s the real difference between…