TPA, ERPA, QKA – What the What?

When you look at the signature after our President, Shannon Edwards’, name, you’ll notice a long list of designations – ERPA, QPA, QKA, APR, and APA. Common credentials like MD., or Ph.D. are easily recognized, but credentials in the qualified retirement plan industry are less identifiable. Even those within the industry may not know the…

Trust Trumps Fees

2016 brought us one of the most contentious election seasons to date. Even now, as we prepare for our new president to take office in a few short days, representatives from both camps are still reeling from the results and their implications. We’re all leaning in out of excitement, curiosity or anxiety as we wait…

The Census is Coming!

Consider this our midnight ride to prepare you for the inevitable – the census is coming! As we look forward to 2017, we and all other compliance consulting firms servicing qualified required plans are beginning our year-end data collection process. Service providers like TriStar require a yearly refresh of our clients’ census data. This data is…

Give the Gift of Retirement Education

Still on the hunt for the perfect gift? As an advisor, you may be wondering what your clients want most from you. It turns out, your expertise and time will do just fine. According to an article by Benefits Pro, employers and Plan Sponsors rank retirement education as a top priority, along with fees and…

Profit Sharing: Have Your Turkey and Eat it Too!

With the end of year and Thanksgiving nearing, many employers are looking for ways to give back! Pairing a profit sharing plan with a 401(k) plan can boost interest in the 401(k) plan for the employees, as well as adding another option in the employer’s benefit offerings. Win-win! The limit for total contributions to an…

The New Fiduciary Rule is NOT the Masked Killer of Your 401(k) Plan Business

Halloween is here, and it seems everyone’s talking about spooky creatures, costumes, trick-or-treating and scary movies. However, if you ask a financial advisor who works with retirement plans what spooks them the most, they’ll probably mention the new Fiduciary Rule. Spooky Legislation The new regulations have understandably put many advisors on the edge of their…

Bedlam for Babies – 2016

Join TriStar in Supporting Infant Crisis Services! Each year, we challenge our friends and family to support this wonderful cause by helping Oklahoma’s most vulnerable residents – needy babies and their families. Whether you bleed orange or crimson, show your team spirit and support your community by donating today! This year, join us in this noble…

Going Solo – 401(k)

Self-employment isn’t for everyone. The responsibilities of maintaining the business, providing excellent care for your customers, and staying ahead of your competitors all rest entirely on your shoulders. When considering your options for saving for retirement, your time is extremely limited. Perhaps you’ve participated in a 401(k) plan in the past but assumed this option was off-limits…

Back to School – 401(k) Edition

What makes 401(k) plans so popular, and who can sponsor and participate in these plans? Our 401(k) refresher sheet answers these questions, and more! If you’d like a more in-depth lesson on 401(k) plans or other retirement plan options, contact your financial advisor. Advisors, if you’re looking for a valuable resource and local expert on retirement…

3 Things the Olympics Can Teach Us about Retirement Readiness

The 2016 Olympic Games kicked off in Rio this past weekend. Even if you’ve been hiding under a rock for years, you understand the idea of the Olympics. Top-tier athletes from around the world gather to compete in their respective sports, or games, to achieve ultimate victory for themselves and for their country. What could…