Client Portals

Easy plan administration

*Please check your CAPS lock key when entering login information as usernames and passwords are case-sensitive.

Client Portal

 

plan sponsor link

 

 

Plan Sponsor Link allows TriStar Pension Consulting to send and receive confidential information securely. This portal will be used for collecting annual census data, legal plan documents, administrative forms, and compliance records. Click the green plan sponsor link button or click here to log in.

Instructions

  • First Time Users: Click on the Plan Sponsor Link Button above. Then in the login box, click ‘First Time User’. A window will pop up prompting you to enter your e-mail address. Please enter your e-mail address. If you have multiple e-mail addresses and you aren’t sure which e-mail address to use, please contact Heather@tristarpension.com for assistance. Once you have entered the correct e-mail address, a temporary password will be e-mailed to you. Please use this temporary password to login. You can change your password once you have logged in.

Tutorial Videos for Using Client Portal

How to electronically complete annual census data and questionnaire form from TriStar Pension Consulting on Vimeo.


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Electronically File Form 5500

Sign Form 5500

 

 

In order to electronically sign and file Form 5500, you will need to have your DOL login credentials.  If you need assistance with retrieving your DOL credentials or with resetting your password, please view our tutorial videos below. You may also contact Heather@tristarpension.com for further assistance. Click the red button or click here to sign.

Tutorial Videos for Electronically filing Form 5500

How To Register for your DOL Credentials- First time signers from TriStar Pension Consulting on Vimeo.

How To Sign form 5500 from TriStar Pension Consulting on Vimeo.

Retrieve Forgotten DOL Credentials-Returning signers from TriStar Pension Consulting on Vimeo.