CPAs

"TriStar's team is a great resource for their clients. Their passion to go the extra mile to service clients is evident in their direct & up-front communication. They provide various services which help ease the burden during plan set-up that continues into operation of the plan and even into audit support. Shannon's passion for client service is demonstrated through her direct involvement with her clients. She is abreast of ERISA complexities and regulations. TriStar's service during an audit includes an analysis of contributions on a by-employee basis to ensure that all participants receive the appropriate amounts, interpretation and training on plan provisions and distribution support. TriStar's team is available to walk a client through the complexities of setting up a plan, ensuring compliance with ERISA and DOL regulations, and navigating an audit. Their team is available to fully support a client throughout the audit process by aiding with document requests that may be deferred to the client if a local TPA is not engaged."

Amber Tyler, CPA Audit Partner Eide Bailly