Late Adoption Lessons, Part 2
This is the second year we can retroactively adopt qualified plans for prior plan years. What have we learned?Read More
Retirement Plan Family Attribution Rules - What You Don't Know Can Hurt You
The outdated family attribution rules are hindering the ability of small businesses to adopt new plans and expand participant coverage....Read More
Missing the 401(k) Plan Match
401(k) Plan Match = Major Incentive One key plan design aspect of 401(k) plans and a significant draw for employees and employers alike...Read More
Safe Harbor 401(k) Plans
Adding Safe Harbor provisions is a simple and popular option for plan sponsors, and we revisit the benefits of adding a Safe Harbor...Read More
TPAing in the Time of COVID, Part I
The Covid-19 pandemic presented the retirement industry with new challenges. It also brought old challenges to light forced us to adapt.Read More
The 4 Ws (of Census Collection)
Now that the busy holiday season is over, it’s time to focus on getting in shape – and that includes your retirement plan! How does the...Read More
TriStar’s New Website: The 2020 Edition
TriStar Pension Consulting has a new website! Learn about the changes and new services we've added to better serve 401(k) plans!Read More
TriStar is 20!
We can’t believe it – we’re turning 20! TriStar was established in January, 1999. From our humble beginnings serving a small number of...Read More
Bundled or Unbundled: That Is the Question
Employers have a choice when building their company retirement plan and choosing service providers who will help them manage the plan. ...Read More
TPAs & Financial Advisors are Natural Partners
Local Third Party Administration firms (TPAs) and financial advisors are natural partners in the employer retirement plan marketplace....Read 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.