The Road to Retirement Starts Here
We understand that everyone’s road to retirement is unique. We believe that it is our responsibility to use our gifts, our talents and our knowledge to improve the lives of others. Because of this belief, TriStar will help navigate your unique journey.
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What Our Clients Are Saying
“We feel very fortunate that we have found such an upstanding company and look forward to working with them for years to come.”
"I want to thank everyone for your support, especially Shannon from Tristar, she was with me through the whole process. My appreciation for Tristar as our compliance “warrior” has continued to grow. THANK YOU for the great work you have done."
"Thank you for all of your hard work and dedication to your clients. I am looking forward to a prosperous relationship with TriStar."
"You are the best. Thanks so much for the quick response!"
We’ll take you down a road that maximizes benefits, reduces plan costs, and maintains the direction of the business.
Clients served range in size from 1 participant to 5,000
Our oldest clients have been with us since 1994
20+ Years in business
Articles
Anonymous Now: The IRS' Anonymous Review Process
Before approaching the IRS with an error that may lead to plan disqualification, consider approaching them anonymously.
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The Challenges of Going Solo(k)
For the self-employed and small business owners with a solo 401(k) plan, important rules need to be carefully considered in the coming years. It's why we asked the experts for their thoughts.
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A Bite at a Time: Setting the Table for SECURE 2.0 in 2023
Getting a handle on all the new provisions of SECURE 2.0 is a lot for anyone to consume but taking it piece by piece can make it more digestible.
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The TriStar 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.