Financial Advisors

Our team makes it easy for you to grow your book of business

Your Secret Weapon

We provide a powerful strategy to help you craft a winning sales presentation.

Consultant On Call

Having a plan administrator on your team means you can provide your client with an optimized solution.

Dive into the Details

An experienced plan administrator works daily in this space and can anticipate your client's questions.

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

Build your team with an expert in 401(k) plans

Give yourself a competitive edge by adding a plan administrator to your team. We complement your understanding of the client's business and bring to the table up-to-date regulatory details. Let's work together to craft the best plan for your client.

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

Email to find the right plan for your clients

Pick the best option for your business size and budget

Build your practice

We fix broken retirement plans

Business owners want to provide a retirement option for their employees, but they shouldn't get bogged down in the administrative details. A letter from the IRS about a problem with your plan shouldn't keep you or your client up at night. Maximize your contributions and tax benefits with a company that truly understands your business.


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.