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…

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…

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…

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…

10 Ways TPAs Can Help You Grow Your Business

So often, we at TriStar Pension Consulting get asked what it is exactly that we do. Planadviser.com recently published this article and we couldn’t have explained it better ourselves. “Aug 30, 2013 — If you haven’t already reached out to third-party administrators (TPAs) to help you grow your retirement plan business, you may be missing…

Why you shouldn’t hire your payroll provider as your TPA

Payroll Providers serving as your TPA may initially save you money but what you save in money, you might lose in value. Why you shouldn’t hire your payroll provider as your TPA: Payroll administration and 401(k) administration have nothing in common, aside from plan referrals being deducted from payroll.  In fact, many of these payroll…