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    Compliance and Administrative Deadlines to Remember
    • Feb 1, 2018
    • 1 min

    Compliance and Administrative Deadlines to Remember

    If you’re like us, your world revolves around deadlines. We decided to make it easier on ourselves (and you) by adding them all in this...
    7 views0 comments
    Beach Ready 401(k) Plan
    • Jul 1, 2016
    • 3 min

    Beach Ready 401(k) Plan

    Summer is here! Most of us have spent our time since New Year ’s keeping resolutions to finally get ourselves “beach ready.” Now the kids...
    5 views0 comments
    Census Data Collection for Qualified Plans
    • Dec 30, 2014
    • 2 min

    Census Data Collection for Qualified Plans

    Every year around this time, Third Party Administrators collect census data from their clients. The plan sponsor prepares the census for...
    5 views0 comments
    A Guide to Form 5500
    • Oct 6, 2014
    • 1 min

    A Guide to Form 5500

    What is Form 5500? The Form 5500 is a mandatory informational tax return that is to be filed annually by the plan sponsor. The completed...
    2 views0 comments
    • Apr 29, 2014
    • 1 min

    Tutorial- How to Electronically Sign Form 5500

    Each year plan sponsors are required to sign Form 5500.  This tutorial video instructs you on how to electronically sign your Form 5500.
    0 views0 comments
    • Apr 29, 2014
    • 1 min

    Tutorial- How to Retrieve DOL Login Credentials

    This video instructs you on how to retrieve your DOL credentials. Your DOL Username and Pin are required to sign your form 5500.
    0 views0 comments
    • Apr 29, 2014
    • 1 min

    Tutorial- How to Set Up DOL Credentials for First Time Users

    Each year, plan sponsors are required to sign Form 5500.  In order to sign Form 5500, plan sponsors must first obtain Department of Labor...
    8 views0 comments

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    TriStar Pension Consulting | 405-848-401k | contact@tristarpension.com