Retirement Plan Administration

A well-structured retirement plan is a cornerstone of financial security for you and your team. At Trinity Portfolio, we help veterinary practices design, implement, and manage qualified retirement plans that align with your goals while attracting and retaining top talent.

From plan selection to compliance and administration, our tailored solutions simplify the complexities of retirement planning. Empower yourself and your employees to save for the future—reach out today to learn how we can help.

Boost Retention and Slash Taxes with Smarter Retirement Plans

Did you know the right retirement plan could transform your business? Uncover how to keep your top talent engaged while maximizing tax savings in "Retirement Plan Utilization: Tax Advantages and Employee Retention," by Morgan Webb, CFP®, CFS, EA. Don’t miss out on these proven strategies that can give your business the edge it needs!

Hear Directly From Morgan Webb, Our expert in Retirement:

Listen Here:

Morgan special guests on the Business of Practice Podcast with Dr. Amy Grice and Carly Sisson of EquiManagement to discuss retirement plan options for small equine practices. She explains various plans, including SEP, SIMPLE IRA, 401K, and ROTH, and talks about how your practice’s retirement plan offerings can evolve as you grow.

Secure 2.0 Act

Secure Act 2.0 has brought about dramatic and beneficial changes to the run-of-the-mill retirement plans of yesterday.

Below is a video John Chalk and Morgan Webb has put together to help explain part of the changes and highlight a few of the enormous benefits. Employers who pay attention to these changes will have an advantage on other employers who choose to ignore these new and innovative allowances.

Perhaps the best news is that for the next few years you will be paid - in the form of tax credits - for virtually everything you spend including matching contributions for all employees who make less than $100,000 per year!

We stand ready to help you revive and revise your existing plan, or even create a whole new one to take advantage of these dynamic changes. 

Don’t get stuck with your momma’s 401(k) plan!

We’ve been published!

Check out our article covering the Secure 2.0 Act - exclusively published with EquiManagement!