SOURCE: Trinity Pension Consultants

Trinity Pension Consultants

September 10, 2015 08:52 ET

Trinity Pension Consultants Offers Help to Financial Advisors in New Book 'The Cash Balance Conversation'

CLEVELAND, OH--(Marketwired - Sep 10, 2015) - Trinity Pension Consultants releases The Cash Balance Conversation, published by Trinity principal and Cash Balance Plan expert Kevin Bergdorf.

The book is a primer for financial professionals, providing them with the necessary information to become conversational on the topic of cash balance plans with their clients in a very short time.

"I know firsthand how difficult it can be to win new clients and keep them for life," said Bergdorf. "Today's top financial advisors are using cash balance plans to meet their clients' retirement plan needs. This book is an introduction to cash balance plans to help advisors have successful, meaningful interactions with clients who will stay with them."

The book includes helpful advice for advisors on discussing cash balance plans with their clients including tax strategies, balancing efficiency and culture, protection from creditors and much more.

The Cash Balance Conversation is available for download through Amazon as an eBook for 99 cents.

"This book is full of straightforward, easy-to-learn talking points for advisors to start fruitful conversations with their clients regarding cash balance," said Bergdorf. "This is an industry where the person who can engage the client with informative and helpful conversation finds success, and without direction, it can be very difficult to attain that level of accomplishment."

For more information about Trinity Pension consultants, please visit

About Trinity Pension Consultants

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.

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