Trinity Pension Consultants Cash Balance Plan Navigator (CB Navigator) app allows financial advisors to quickly and easily generate a maximum annual contribution amount for their clients or prospects. By selecting an individual age and income using a simple drop down menu, financial advisors can provide their client with an estimated maximum annual contribution amount for the first year of a cash balance plan. Financial advisors can then request a full illustration from Trinity Pension Consultants with the simple touch of a button. The app also features links to Trinity’s website and Trinity’s cash balance plan video series.