TPAs & Financial Advisors are Natural Partners

Local Third Party Administration firms (TPAs) and financial advisors are natural partners in the employer retirement plan marketplace. They bring complementary skills to the partnership and a shared vision of service to their employer and employee clients. Local TPAs and financial advisors: Are passionate professionals who together enhance the probability of their clients achieving their…

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…

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…

Shannon Edwards Retirement Plan Consultant

Shannon Edwards, Business Owner Spotlight on NIPA

NIPA Business Owner Spotlight Posted By NIPA Headquarters, Tuesday, August 20, 2013 Shannon M. Edwards, ERPA, QPA, QKA, APA, APR President, TriStar Pension Consulting Oklahoma City, OK How does TriStar Pension differentiate itself in a competitive marketplace? TriStar focuses on individualized customer service. We are a niche firm that has chosen to focus on compliance…