Give the Gift of Retirement Education

Still on the hunt for the perfect gift? As an advisor, you may be wondering what your clients want most from you. It turns out, your expertise and time will do just fine. According to an article by Benefits Pro, employers and Plan Sponsors rank retirement education as a top priority, along with fees and…

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…

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…

Take TriStar’s Bedlam for Babies Challenge!

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

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…

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…

Following Tibble vs. Edison, Next Steps for Plan Sponsors

On May 18th, the Supreme Court handed down a unanimous ruling in the case of Tibble vs. Edison International. While there is still much to unfold, what was made clear is that plan fiduciaries have an ongoing duty to monitor the investments offered in their defined contribution plans and remove imprudent investments. This duty is…