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Trinity Pension Consultants Launches the Cash Balance Navigator App

CLEVELAND, OH — (Marketwire) — 09/25/12 — , a third-party administration firm with offices in Cleveland, Columbus and Cincinnati, has launched the Cash Balance (CB) Navigator app. This free app allows financial advisors to quickly and easily generate a maximum annual contribution amount for clients and prospects.

“The app is the first of its kind,” said Trinity Principal Kevin Bergdorf. “Financial advisors, or anyone concerned with retirement planning, can create an accurate estimate instantly, saving time and building credibility with their clients or prospects.”

By inputting an individual-s age and income using a simple drop down menu, financial advisors can immediately provide their clients with an estimated maximum annual contribution amount for the first year of a cash balance plan. Financial advisors can choose from ages 35-70 in one-year increments, and they can choose the compensation from $50,000 to $250,000 in $10,000 increments.

can then request a full illustration from Trinity Pension Consultants with the simple touch of a button. An email will be sent directly to a Trinity representative who will contact the financial advisor to gather more information.

The app can be downloaded for both Android and iPhone by searching for CB Navigator in the Google Play Store or Apple App Store.

” are one of the fastest growing sectors of the retirement plan market,” Bergdorf said. “Financial advisors and other retirement planning professionals require the tools necessary to stay ahead of the curve. The CB Navigator provides them the answers they need, right at their fingertips.”

For more information about Trinity Pension Consultants, visit .

Trinity Pension Consultants was established in 2006 by friends and colleagues Anthony Warren and Kevin Bergdorf. Both had worked for a local third-party administration firm and in the corporate financial world. Their experiences led them to realize there was a need for a TPA firm that had a fresh perspective on what financial advisors needed and wanted. Trinity-s OPEN solution means clear communication, building relationships, and understanding the clients- businesses and challenges in order to design a plan that puts their needs first.

Corporate Contact:
Anthony Warren
Phone: 330.668.3747

Agency Contact:
Abbey Ball
Phone: 330-572-2721

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