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 Trinitys educational cash balance plan video series as well as other helpful information on cash balance plans.
What's new in version 1.0
ReleaseApril 10, 2015
Date AddedMarch 25, 2015
Additional RequirementsCompatible with . iTunes account required.