Cash Balance

Trinity Pension Consultants Cash Balance Calculator (CB Calculator) app allows financial advisors to quickly and easily generate a maximum annual contribution amount for their clients or prospects in utilizing a cash balance retirement plan. By selecting an individual age and income range using a simple scrollable menu, financial advisors can provide their client with an estimated maximum annual contribution amount for the first year of a cash balance retirement plan. Financial advisors can then request a full illustration from Trinity Pension Consultants with the simple touch of a button. The app also features Trinity’s educational cash balance plan video series as well as other helpful information on cash balance plans.