Bundled or Unbundled: That Is the Question

Employers have a choice when building their company retirement plan and choosing service providers who will help them manage the plan.  Excluding those services provided by a financial advisor, the choice is either to “bundle” the plan document, plan administration, reporting, and investments with one provider or to “unbundle” those services with at least two…

Why You Need to Get to WiRC!

Inaugural Event for Women in Retirement June 10 through June 12, 2018, the all-new ARA Women in Retirement Conference (WiRC) will be held in Burlington, VT at the Hilton hotel. This conference will be a gathering of some of the best, brightest and most innovative women business owners and managers in the retirement plan service…

Tibble vs. Edison: Next Steps for Plan Sponsors, Part 2

Over 10 years after the initial filing of the Tibble vs. Edison suit, a new ruling has emerged. In 2015, we wrote a blog post about what the suit could mean for plan sponsors going forward. In 2017, the U.S. District Court for the Central District of California sided with the plaintiffs in the Tibble vs. Edison…

401(k) Plan Administration Pitfalls

Business Owners often weigh the pros and cons of offering many types of employee benefits, from health care coverage to weekly lunches. On one hand, many of these benefits are crucial to the health and happiness of your employees. On the other, managing a health care plan adds administrative burden and requires some understanding of…

Top 5 Blog Posts

Rewind with us as we reminisce about 2017 and look back at our top-performing blog posts of all time! With 2018 approaching, we’re reviewing the information you found most useful in previous years and adding the finishing touch to our game plan for the retirement topics we’ll tackle in 2018.   Straw, Stick and Brick House…

TriStar Stories – Why I Get Up Every Day

Why & How I Became a Retirement Plan Compliance Consultant & TPA I’m often asked why and how I ended up as a compliance consultant and third party administrator for qualified plans. Was it fate? Did an aptitude test mention I was particularly adept in understanding qualified retirement plan regulations? I know fate or what…

ASPPA Women Business Leaders Forum: The Best and the Brightest

June 5-8, 2017, the ASPPA Women Business Leaders Forum (WBLF) will be held in Denver, CO at the Brown Palace Hotel. This conference 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. It is a premier event designed…

TPA, ERPA, QKA – What the What?

When you look at the signature after our President, Shannon Edwards’, name, you’ll notice a long list of designations – ERPA, QPA, QKA, APR, and APA. Common credentials like MD., or Ph.D. are easily recognized, but credentials in the qualified retirement plan industry are less identifiable. Even those within the industry may not know the…

Trust Trumps Fees

2016 brought us one of the most contentious election seasons to date. Even now, as we prepare for our new president to take office in a few short days, representatives from both camps are still reeling from the results and their implications. We’re all leaning in out of excitement, curiosity or anxiety as we wait…

Profit Sharing: Have Your Turkey and Eat it Too!

With the end of the year and Thanksgiving nearing, many employers are looking for ways to give back! Pairing a profit sharing plan with a 401(k) plan can boost interest in the 401(k) plan for the employees, as well as adding another option in the employer’s benefit offerings. Win-win! The limit for total contributions to an…