Our system makes it easy to get the numbers you need

Numbers Guru

We provide the numbers you need, so you can advise your clients on what's possible.

Your Pension Partner

Put us on your team of specialists - right there with tax and legal experts - to be the resource you need.

Maximize Deductions

Let's work together to uncover deductions for your clients that will have them happy at tax time.

Walk confidently into your next meeting because you have TriStar on your team.

Join with a partner who understands the numbers

We know you and your clients need to see the numbers that result in maximum tax deductions. Good news: we love numbers. Add TriStar to your team as a partner in servicing your clients. We help you uncover tax deductions, stay current on retirement plans and regulations, and present an accurate financial picture to your clients.

Add 401(k) plan expertise to your business in 3 steps

Identify the clients who need the tax deductions

Watch your clients reap the rewards

We fix broken retirement plans

It is not uncommon for an error to occur in a retirement plan. The good news is that TriStar specializes in fixing broken plans. We identify the solution using the available correction paths for the lowest cost
possible. We prepare the necessary calculations, and see the correction through to the end. We make
traveling the road to a clean plan as easy and smooth as possible.


Ready to find out more?

The Tristar Pension Consulting team is ready to help you begin your journey on the road to retirement. We will help you navigate the route for a smooth ride to and through retirement.