Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
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.
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What's New in Cash Balance
1.9
January 10, 2022
Updated Estimated Maximum Contribution Amounts.
