Retirement Plan Compliance Assistance Seminar for Small Business

TriStar Pension would like to invite all employers/plan sponsors to attend the, “Retirement Plan Compliance Assistance Seminar for Small Business” to be held on Thursday, July 10th from 8:30 a.m.-4:00 p.m. at the Francis Tuttle Technology Center ‘s Reno Campus in Oklahoma City. Strong fiduciary oversight and protecting workers’ benefits is one of the highest priorities…

How to Set Up a 401(k) in 4 Steps

If you are a business owner who’s considering starting a 401(k) plan for your employees and your company, then you are already headed in the right direction.  A 401(k) plan or similar type of retirement plan, is a great way to financially prepare for retirement.  Not only that, but a qualified retirement plan can help…

Video Tutorial

Tutorial- How to Set Up DOL Credentials for First Time Users

Each year, plan sponsors are required to sign Form 5500.  In order to sign Form 5500, plan sponsors must first obtain Department of Labor credentials. This video instructs first time users on how to set up DOL credentials.  

Video Tutorial

Tutorial- How to Electronically Sign Form 5500

Each year plan sponsors are required to sign Form 5500.  This tutorial video instructs you on how to electronically sign your Form 5500.  

Dave Ramsey CORE Financial Wellness

TriStar Pension Consulting would like to announce that they have partnered with Dave Ramsey to make his CORE Financial Wellness program available to their Retirement Plan Sponsors and/or their clients’ retirement plan participants.  CORE Financial Wellness is Ramsey’s program for the business community that aids employers who want to help their employees relieve financial stress…

Safe Harbor 401k

The Continuing Evolution of the Safe Harbor 401(k) Plan

Introduction Background Tried it but didn’t like it Tried it, like it, but want to make a few changes Forfeitures…be careful when and how you use them Oops! Forgot to provide the safe harbor notice! Conclusion The safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners…

Peter the Dog Auctioned Off

7th Annual Make A Wish Luncheon and Purse Auction

Make a Wish is a wonderful organization that grants wishes to children with life-threatening illnesses.  Yesterday, the TriStar team had the privilege of attending the 7th Annual Make a Wish Luncheon and Purse Auction. The Make A Wish Oklahoma Committee worked diligently this year in preparing for the 7th annual luncheon and purse auction.  These…

Shannon Edwards Retirement Plan Consultant

What is myRA?

In the 2014 State of the Union address, President Barack Obama proposed a new type of retirement savings account known as myRA or My Retirement Account. The idea of this new savings vehicle has stirred up waves of controversy. Although most Americans can agree that retirement readiness is an issue that needs to be addressed,…

Sure your 401K would pass an audit? Last year, most didn’t

The Department of Labor is expanding, adding nearly 1,000 new enforcers.  Are you sure your plan is in compliance? Read more from www.hrmorning.com below to find out some of the most common offences: Employers are well aware that the feds are aggressively looking into company-sponsored 401k plans for compliance issues. So it’s alarming to find…