The Art of Plan Design

Offering a 401(k) plan gives employees a hand up in saving for their future. However, struggles with plan participation and contributions usually stem from the lackluster features in the 401(k) plan itself. How can a Third Party Administrator help to solve this issue? Customized plan design with plan growth and Plan Sponsor goals in mind.    …

2016 Deadlines to Remember

If you’re like us, your world revolves around deadlines. We decided to make it easier on ourselves (and you) by tracking them all in this graphic. You can also view major upcoming deadlines on the Compliance Calendar on our blog page.  

7 TPA Super Powers to the Rescue

Taking on a 401(k) or another retirement plan for yourself or your employees is a major responsibility. Keep a super-powered TPA by your side to lighten the load and keep you out of harm’s way! In short, Compliance Consultants, or Third Party Administrators, work with business owners, their financial advisors, and CPAs to setup and…

No Love for Your Service Provider

  With Valentine’s Day quickly approaching, love is in the air. While couples are reflecting on all they appreciate about each other, it may be time to reflect on another relationship – the relationship between you and the experts you’ve selected to help with your retirement plan. At TriStar, we’re lucky enough to work with…

The 4 Ws (of Census Collection)

Now that the busy holiday season is over, it’s time to focus on getting in shape – and that includes your retirement plan! How does the census factor into your healthy retirement strategy? We’ve compiled the four most common census questions we receive into an easy to follow guide! Download our free guide!  

Internet Explorer 8, 9 and 10 – Outta Here!

  As of today, Microsoft will no longer provide support for old Internet Explorer versions, including versions 8, 9 and 10. How does this affect our clients? When logging into our Client Portal to complete the census data request via PlanSponsor Link using Internet Explorer 8, you will see a warning message stating that the…

10 Merry 401(k) Savings Tips to Help You Avoid Becoming a Retirement Scrooge

Retirement readiness in an advent calendar! Day 10 – Schedule Annual Advisor Meetings. Plan Sponsors, include your TPA! You made it! If you’ve kept up with the nine previous days of tips, you’re well on your way to a holly, jolly Retirement! Now let’s pull it all together with one final tip to help you avoid…

Spooky Retirement Tales from the Crypt

    Retirement Plans can be a spooky subject to discuss, whether you’re an employer, participant or an advisor. As compliance consultants/TPAs, we correct retirement plan related mishaps almost daily. From missed deadlines to failed tests and lost earnings, we do our best to keep our clients out of harm’s way when it comes to…

Roth 401(k) – Underrated Beauty?

  It’s a classic plot line in literature or movies, and a play on the Cinderella story. The quiet, artistic or perhaps “geeky” character goes unnoticed by their love interest, a popular, beautiful or handsome character. The main character spends much of the story attempting to make changes to their appearance and social or economic…