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.”

Jamie, Dental Lodge

"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."

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


three women having a discussion

Deep Thought on Administration: Acrosyn

November 1, 2023

This column discusses the importance of not talking down to your clients, but rather using words they understand when describing there plans and option.

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Anonymous Now: The IRS' Anonymous Review Process

August 14, 2023

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)

August 2, 2023

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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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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