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…

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…