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…

2015 Women’s Business Leadership Forum Summary

ASPPA’s 2015 Women Business Leaders Forum wrapped up last week in Charleston, South Carolina. The focus at this year’s forum was on communications, and how the position you’re in, whether you’re talking to your own employee or a prospective client, directly affects the message you’re sending. Below, I have summarized a few of my takeaways and the…

Annual Make-A-Wish Luncheon and Purse Auction

Join us in supporting the 8th Annual Make-A-Wish Purse Auction and Luncheon to benefit the Oklahoma chapter of the Make-A-Wish Foundation. This organization brings joy by granting wishes to children with terminal illnesses. The luncheon will be held on March 3, 2015 at the Oklahoma City Golf and Country Club. If your company would like…

Bedlam for Babies

TriStar Pension Consulting will begin collecting donations in our office this week for Infant Crisis Services and their Bedlam for Babies campaign. Items which are most needed are: Coats and clothing Diapers in premature and size 5 Baby Wipes Infant Shampoo, Body Wash, and Lotion Good Start Formula Bottles and Sippy Cups The contest is to…

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…

Meet George Lucas and help Make a Wish

Calling all STAR WARS® fans, here’s your chance to tour the George Lucas’ Skywalker Ranch and meet George Lucas! You’ll also get to hang out with Mark Hamill in Los Angeles, all the while supporting Make-A-Wish.  Head on over here and donate $10 for a chance to win.  This experience isn’t going to the highest bidder…

Make A Wish Auction Invitation

7th Annual Make A Wish Luncheon

Each year, Shannon and the TriStar team attends the Make A Wish purse auction and we wanted to invite you to do the same.  Make A Wish Foundation is such a wonderful non profit organization that grants wishes to children with life-threatening medical conditions.  It is estimated that one child every 38 minutes is diagnosed…

Battle of the Bedlam

This week at TriStar Pension Consulting we are collecting donations for Infant Crisis Services and their Bedlam for Babies campaign.  Please bring your donations by our offices this week and place them either in the OU or OSU box.  The items will be measured by weight and the heaviest box will win!  Items most needed…

Bedlam For Babies, Infant Crisis Services

Bedlam For Babies, Donation Drive

TriStar Pension Consulting will be collecting donations in our office this week for Infant Crisis Services and their Bedlam for Babies campaign.  Items which are most needed are: Diapers in all sizes Baby Wipes Infant Shampoos, Body Wash, and Lotions The contest is to see which box we can fill first- the OU box or…