Introducing the wonderful, all-woman team that makes up this Oklahoma City-based Compliance Consulting and Third Party Administration firm. We’re focused on bettering your future with retirement savings and success. Our team offers expertise and education to help pave the road to a secure retirement for you and your employees. Get to know our staff and better understand their role in creating and overseeing our client’s retirement plans.
Before forming TriStar Pension Consulting, Shannon managed the employee benefit administration division of Gibson & Company, P.C., a Certified Public Accounting firm. Shannon was employed by Gibson & Company in 1988 while attending the University of Central Oklahoma and pursuing her Accounting degree. While in college, Shannon trained in the area of retirement plan administration. Upon completion of her degree in 1992, she was made a member of Gibson & Company’s professional staff and continued to serve the firm in the employee benefit administration area. In January of 1993, Shannon became the manager of that department. Under her supervision, the department grew from a client base of ten to over 150. She has administered plans ranging from one employee to over 4,500.
In 1999 she purchased her department from Gibson & Company and founded TriStar Pension Consulting. TriStar currently provides compliance consulting services for approximately 225+ qualified retirement plans throughout the Southwest. Those plans benefit over 10,000 plan participants and contain more than $200 million dollars in retirement assets.
Shannon is a member of the following professional organizations; the National Institute of Pension Administrators (NIPA) and the American Society of Pension Professionals & Actuaries (ASPPA). Shannon also plays an active role in her church, children’s schools, and the community. Some of her favorite organizations are; Make a Wish Foundation and Infant Crisis Services. The community also recognized Shannon’s outstanding achievements and in 1997, the JR. Hospitality Club awarded her with the ‘Red Rose Award’. In 2009, Shannon was honored by OKC Biz Magazine as one of Oklahoma’s ’40 under 40′ nominees.
Allyson joined the TriStar team in 2007. She earned her Bachelor of Arts degree in English, and spent 15 years managing customer service departments for health insurance companies. She then transitioned to office manager and bookkeeper for her husband’s CPA firm. After the firm was sold, Allyson joined TriStar as an administrative assistant as well as acting as the plan establishment and conversion consultant for new clients, and has now taken on the role of Senior Compliance Consultant.
Her accounting experience, extensive software knowledge, and customer service background all lend themselves well to her current role as Office Manager for TriStar. Since joining TriStar, Allyson has also had the opportunity to be educated in the area of qualified retirement plans. She utilizes her knowledge of retirement plans to assist in the completion of plan documents, plan amendments and distribution of information for our clients.
Allyson is currently taking courses to prepare her for testing for the Enrolled Retirement Plan Agent (ERPA), Qualified Pension Administrator (QPA) and Accredited Pension Representative (APR) designations from the Internal Revenue Service, the American Society of Pension Professionals and Actuaries and the National Institute of Pension Administrators.
Heather came to TriStar in January of 2013. She is currently pursuing her degree in Business and has a strong background in administrative work, insurance, dental assistance and customer service. After high school, Heather spent four years living in Japan where she volunteered for the American Red Cross. While in Japan, Heather gained invaluable cultural experiences that she applies daily at TriStar.
Currently, Heather assists Claudia and the TriStar team. She works closely with each of our clients to gather information required for us to perform the services for which we have been engaged as well as preparing annual valuations, compliance testing and government forms for final review.
Heather is preparing to test for the Enrolled Retirement Plan Agent (ERPA), Qualified Pension Administrator (QPA) and Accredited Pension Representative (APR) designations from the Internal Revenue Service, the American Society of Pension Professionals and Actuaries and the National Institute of Pension Administrators.
Laina came to TriStar in April of 2015. Laina graduated from Oklahoma State University in 2011 with a bachelor’s in Strategic Communications. Before coming to TriStar, Laina worked as a Marketing Coordinator in the technology industry and previous to that she worked at a local news station.
Laina’s education and experience in communications provide her with a strong understanding of marketing, sales and event coordination. Laina oversees all marketing communications with both current and prospective clients, as well as the coordination of all events attended or hosted by TriStar. Laina also handles all customized sales proposals for prospective clients.
Outside of work, Laina is a bit of a running fanatic. She ran the Oklahoma City Memorial Marathon this past April and will continue to train for future marathons. In her free time, Laina enjoys traveling, photography, reading, and design. An avid animal lover, she also volunteers at the Humane Society.
Laina recently passed the DC1 test and will move on to her DC2 to receive her Qualified 401(k) Administrator designation!
Meggan Major, Plan Administrator
Meggan began working at TriStar in 2017. Meggan’s extensive background in accounting and finance plays a key role in her understanding of the complicated process of complete and accurate retirement plan administration. She works closely with each of our clients to gather information required for us to prepare annual valuations and complete compliance testing and government forms for final review.
Meggan is currently studying for her Retirement Plan Fundamentals test. She will then move on to attaining the Qualified 401(k) Administrator designation by studying for and eventually passing the series of extensive exams offered by the American Society of Pension Professionals and Actuaries.
Henna Patel, Retirement Plan Loans and Distribution Specialist
As anyone who’s worked with her will tell you, Henna’s unbeatable work ethic and natural inclination to organization makes her an all-star as our Loans and Distributions Specialist. Henna received her Masters of Health Administration and Management from the University of La Verne in 2017.
Henna is currently studying for her Retirement Plan Fundamentals test. She will then move on to attaining the Qualified 401(k) Administrator designation by studying for and eventually passing the series of extensive exams offered by the American Society of Pension Professionals and Actuaries.