Our Mission and Goals
We will use our strengths, gifts, and knowledge to improve the lives of other people.
TriStar Pension Consulting is a well-established, progressive, and innovative compliance consulting firm. Our goal is to provide the highest quality retirement plan administration and consulting services to our clients. We strive to do this in an atmosphere that promotes the individual growth of our team and acknowledges the importance of their families.
For over 20 years our professionals have provided companies, just like yours, with plan design consulting, compliance consulting, recordkeeping, and administration services for their retirement plans. We serve clients from all over the United States and we are proud of our reputation for providing exceptional, efficient, and accurate services.
TriStar has chosen to remain one of the few retirement plan consulting and administration firms that does not sell investment products. We feel that this enhances our ability to serve our clients’ needs impartially. TriStar administrators are familiar with a variety of situations and have the skills, technical knowledge, and the experience needed to guide our clients to the perfect solution for them. Our clients have come to appreciate and rely upon our complete independence.
At TriStar, every plan receives the attention required to assure quality plan administration and consulting for the client. To enhance our retirement plan valuation work, TriStar offers clients an account executive that will work with them directly. TriStar’s growth and client retention are proof that this philosophy of personal service and partnership works.
We recognize that our firm’s most valuable asset is our team and we encourage their innovation, imagination and creativity. We will, with the proper molding of our team and treatment of our clients, maintain consistent growth and profitability. We will reinvest our profits in the professional growth of our team in order to ensure that our mission of individual and firm development will be fulfilled. It is our belief that we should return to our community a portion of the riches it provides to us.
TriStar was formed in 1999 as Shannon Edwards set out to start her own business. Shannon recognized a growing need in an overlooked market: retirement plan consulting and administration. Not only did Shannon see the need for more plan administrators, retirement was something about which she was very passionate. After graduating college, Shannon worked for a certified public accounting firm, where her department grew from 10 clients to 150 under her management. After 7 years at the CPA firm, she went on to purchase the department she managed.
Shannon attributes the company’s exceptional growth over the past 20+ years to the excellent customer service her team provides, along with the ability to adapt with changes in technology.
“Owning TriStar has given me the opportunity to educate young people about the importance of saving for a dignified retirement.” Shannon believes in her company, along with the services it offers. Her favorite part is, “helping small businesses provide meaningful benefits to their employees, and helping those employees save for retirement. I am very grateful for each of my clients. It is because of them we exist!”
We further recognize that our clients are the purpose of our business. We depend on them for our existence. Our clients are both individuals and businesses that come to us with a need. It is our job to satisfy that need. They deserve the most courteous and professional service that we can provide them, for it is their continued patronage that sustains our firm.
With these principles in mind, we will help our clients achieve a dignified retirement for themselves and their participants.
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.