Tibble vs. Edison: Next Steps for Plan Sponsors, Part 2

Over 10 years after the initial filing of the Tibble vs. Edison suit, a new ruling has emerged. In 2015, we wrote a blog post about what the suit could mean for plan sponsors going forward. In 2017, the U.S. District Court for the Central District of California sided with the plaintiffs in the Tibble vs. Edison…

What Makes the 401(k) So Popular?

  What Makes 401(k) Plans So Popular? The answer to this question could be summarized with one word…flexibility. The 401(k) plan has been one of the most popular forms of qualified retirement plans because it offers a robust set of customizable features and elements to benefit the company sponsoring the plan and its employees. Flexibility…

Compliance and Administrative Deadlines to Remember

If you’re like us, your world revolves around deadlines. We decided to make it easier on ourselves (and you) by adding them all in this graphic for quick reference. You can also view major upcoming deadlines on the Compliance Calendar on our blog page. Download the calendar here: ERISA Deadlines for Calendar Year Plans   We…

401(k) Plan Administration Pitfalls

Business Owners often weigh the pros and cons of offering many types of employee benefits, from health care coverage to weekly lunches. On one hand, many of these benefits are crucial to the health and happiness of your employees. On the other, managing a health care plan adds administrative burden and requires some understanding of…

Top 5 Blog Posts

Rewind with us as we reminisce about 2017 and look back at our top-performing blog posts of all time! With 2018 approaching, we’re reviewing the information you found most useful in previous years and adding the finishing touch to our game plan for the retirement topics we’ll tackle in 2018.   Straw, Stick and Brick House…

Safe Harbor 401(k) Plans

Adding Safe Harbor provisions is a simple and popular option for plan sponsors, and we revisit the benefits of adding a Safe Harbor provision to a 401(k) plan often on our blog. Read through our fact sheet below to see why! Download this fact sheet here. Questions about establishing a Safe Harbor 401(k) plan, or…

Taxation Without Representation

Taxation Without Representation How I Passed My Passion for Retirement Saving On to My Children Many Americans are struggling with themselves over their own retirement savings strategy. Some are praying Social Security will be enough. Some are participating in employer sponsored retirement plans, but haven’t planned or budgeted for how much they’ll actually need to…

TriStar Stories – Why I Get Up Every Day

Why & How I Became a Retirement Plan Compliance Consultant & TPA I’m often asked why and how I ended up as a compliance consultant and third party administrator for qualified plans. Was it fate? Did an aptitude test mention I was particularly adept in understanding qualified retirement plan regulations? I know fate or what…

Fee Assessment & Plan Benchmarking – 401(k) Fight Club?

Advisors, it’s time to pick up your swords and shields and fight for your clients’ retirement plans!   No, we’re not talking about a possible advisor “Fight Club.” If we were, we’ve already broken the first rule of Fight Club (don’t talk about Fight Club.) We’re talking about fighting against the encroaching fees, underperforming investments,…