CLEVELAND, OH — (Marketwire) — 03/07/13 — , a third-party administration firm with offices in Cleveland, Columbus and Cincinnati, recently launched the Cash Balance (CB) Navigator app. This free app provides a tool for financial advisors to quickly and easily generate a maximum annual contribution amount for clients and prospects.
“The CB Navigator app is a new innovation that will help financial advisors provide quick, accurate estimates to clients or prospects,” said Trinity Principal Kevin Bergdorf. “This first-of-its-kind app will save the financial advisor time, and help them to build credibility as they determine allowed retirement contributions.”
To discover the estimated maximum annual contribution for the first year of a cash balance plan, the financial advisor only needs the individual-s age and income. By selecting an age between 35-70 (in single year increments), and an income range from $50,000 to $250,000 (in $10,000 increments), the financial advisor will be provided with an estimate to share with their client or prospect.
Additionally, once an estimate has been generated, financial advisors will be able to request a full illustration from directly from the app. The app will then send an email to a Trinity representative who will contact the financial advisor to gather more specific information.
The app is available as a free download for Android and iOS mobile operating systems. To download the app, search “CB Navigator” or “Cash Balance Navigator” in the Google Play Store or Apple App Store.
“Cash Balance Plans are quickly becoming more demanded by individuals planning for their retirement,” said Bergdorf. “To stay ahead of the curve, and provide their clients with the best retirement options, it-s important that financial advisors have the right tools. The CB Navigator provides them with that tool, with direct access from their mobile device.”
For more information about Trinity Pension Consultants, visit .
Trinity Pension Consultants was established in 2006 by Anthony Warren and Kevin Bergdorf. Their experiences led them to realize a need for a TPA firm with 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.
Image Available:
Corporate Contact:
Anthony Warren
Phone: 330.668.3747
E-mail:
Agency Contact:
Abbey Ball
Phone: 330.572.2721
E-mail:
You must be logged in to post a comment Login