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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Testimonials

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.”

Jamie, Dental Lodge

"The quality of work we have received from TriStar is incomparable to our previous bundled services."

JinJing Tu, Keybridge Technologies

"Thank you for all of your hard work and dedication to your clients. I am looking forward to a prosperous relationship with TriStar."

Nicholas G. Farha, Farha Law, PLLC

"You are the best. Thanks so much for the quick response!"

Betsy Stockard-McGirt Lakeside Oral Surgery
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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

The Call That Every TPA Dreads

The Call That Every TPA Dreads

July 20, 2022

Plan termination is probably one of the most difficult processes we deal with as service providers. Here’s a refresher that may help. By Shannon Edwards & Theresa Conti

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The 3 Principles of Digital Persuasion

The 3 Principles of Digital Persuasion

July 20, 2022

Use these tips to differentiate yourself in your email and social media prospecting. By Erin King

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The Bridge Builders

The Bridge Builders

July 20, 2022

A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPA's. By John Ortman

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Ready to find out more?

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.

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