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.Learn More
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.”
"The quality of work we have received from TriStar is incomparable to our previous bundled services."
"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!"
Clients served range in size from 1 participant to 5,000
Our oldest clients have been with us since 1994
20+ Years in business
The Call That Every TPA Dreads
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 ContiRead More
The 3 Principles of Digital Persuasion
Use these tips to differentiate yourself in your email and social media prospecting. By Erin KingRead More
The Bridge Builders
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 OrtmanRead More
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.