Late Adoption Lessons, Part 2

February 1, 2022

This is the second year we can retroactively adopt qualified plans for prior plan years. What have we learned?

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Retirement Plan Family Attribution Rules - What You Don't Know Can Hurt You

July 20, 2021

The outdated family attribution rules are hindering the ability of small businesses to adopt new plans and expand participant coverage....

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Missing the 401(k) Plan Match

June 8, 2021

401(k) Plan Match = Major Incentive One key plan design aspect of 401(k) plans and a significant draw for employees and employers alike...

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Safe Harbor 401(k) Plans

June 1, 2021

Adding Safe Harbor provisions is a simple and popular option for plan sponsors, and we revisit the benefits of adding a Safe Harbor...

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TPAing in the Time of COVID, Part I

February 19, 2021

The Covid-19 pandemic presented the retirement industry with new challenges. It also brought old challenges to light forced us to adapt.

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The 4 Ws (of Census Collection)

December 31, 2020

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...

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TriStar’s New Website: The 2020 Edition

February 20, 2020

TriStar Pension Consulting has a new website! Learn about the changes and new services we've added to better serve 401(k) plans!

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TriStar is 20!

January 31, 2019

We can’t believe it – we’re turning 20! TriStar was established in January, 1999. From our humble beginnings serving a small number of...

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Bundled or Unbundled: That Is the Question

September 26, 2018

Employers have a choice when building their company retirement plan and choosing service providers who will help them manage the plan. ...

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TPAs & Financial Advisors are Natural Partners

September 5, 2018

Local Third Party Administration firms (TPAs) and financial advisors are natural partners in the employer retirement plan marketplace....

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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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