Advisor Resources

Different retirement outcomes

10 Questions to Ask Small Business Owners about Their Retirement Plan

Download our guide before your next client consultation. These 10 questions will help you to find out more about your client’s current retirement plan. Your client’s responses will add valuable insight into designing the perfect retirement plan by targeting their specific goals and needs.

Download the guide to bring to your next meeting!


2018 Plan Limits

Each year, the IRS announces pension plan limitations which limit the amount taxpayers can contribute to a retirement plan for that plan year. These limitations are updated annually to account for cost-of-living adjustments. The plan limits are a valuable resource in planning your client’s retirement outcomes. Download our plan limit guide for a quick reference to the current and past year’s limitations.

Read the 2018 IRS Plan Limits


Comparing Small Business Retirement Plan Options

Which retirement plan is right for your client’s business? There are several qualified plans to choose from and our simple chart will compare 3 popular plan types side-by-side. Download our guide to see the differences in a Traditional 401(k), Safe Harbor 401(k) and a SIMPLE IRA plan: Comparing Plan Types. Or, review our guide on Defined Benefit Plans.


Educational Events

TriStar hosts and sponsors events each year to provide updates on retirement plan regulations, retirement plan sales strategies, and to connect advisors with valuable contacts and resources in the retirement plan industry. Contact us about upcoming events, or join our email list and we’ll send you information about upcoming events or webinars we’re hosting. We also post upcoming events on our Facebook and LinkedIn pages. Connect with us to receive daily updates and news!

Helpful Blogs and Resources

Plan Design Elements

Automatic Enrollment Features

What Makes the 401(k) Plan So Popular?

Safe Harbor 401(k) Plans

Owner-Only 401(k) Plans

Why Small Businesses Need Retirement Plans

What Does a TPA Do? 7 TPA Super Powers