ASPPA Women Business Leaders Forum: The Best and the Brightest

June 5-8, 2017, the ASPPA Women Business Leaders Forum (WBLF) will be held in Denver, CO at the Brown Palace Hotel. This conference is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. It is a premier event designed…

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…

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…

Straw, Stick and Brick House TPAs.

As a service provider and expert in retirement plan compliance and consultation, we’ve seen our fair share of poor plan designs and compliance work on plans we take over. While there are dozens of reasons a plan may go awry, we find that many times the fault does not lie with the plan sponsor directly,…

ASPPA Women Business Leaders Conference this June!

The ASPPA Women Business Leadership Forum (WBLF) will be held in New Orleans June 6 through June 9 at the Ritz-Carlton. The WBLF is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. The WBLF is a premiere event…

Take TriStar’s Bedlam for Babies Challenge!

Contact Laina at 405-848-4015, or email laina@tristarpension.com  

5 Apps for Advisors

A new generation is emerging in the savings and investing world, and with them comes new requirements for communicating, and grabbing their attention. Phone calls and emails remain the most reliable way to reach out to existing clients, for now. However, with Millennials quickly becoming the majority of today’s work force, advisors may need to…

Deadlines to Remember

Deadlines go hand-in-hand with Compliance Consulting. Staying on top of the strict deadlines that apply to qualified defined contribution retirement plans and reminding our clients of those deadlines is part of our service. There are also some deadlines that Plan Sponsors need to keep in mind. We created an easy to follow graphic you can…

Fiduciary Education 101

  As a compliance consulting and third party administration firm, we receive many inquiries from advisors and plan sponsors about their duty as a fiduciary. With recent rulings and news headlines relating to fiduciary requirements in regards to qualified retirement plans, plan sponsors and advisors are scrambling to ascertain whether they’re meeting their fiduciary responsibilities. Want…