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    TPAing in the Time of COVID, Part I
    • Feb 19, 2021
    • 16 min

    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.
    339 views0 comments
    Bundled or Unbundled: That Is the Question
    • Sep 26, 2018
    • 2 min

    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. ...
    65 views0 comments
    Why You Need to Get to WiRC!
    • May 7, 2018
    • 2 min

    Why You Need to Get to WiRC!

    Inaugural Event for Women in Retirement June 10 through June 12, 2018, the all-new ARA Women in Retirement Conference (WiRC) will be held...
    10 views0 comments
    TriStar Stories – Why I Get Up Every Day
    • Jul 27, 2017
    • 4 min

    TriStar Stories – Why I Get Up Every Day

    Why & How I Became a Retirement Plan Compliance Consultant & TPA I’m often asked why and how I ended up as a compliance consultant and...
    15 views0 comments
    ASPPA Women Business Leaders Forum: The Best and the Brightest
    • Mar 16, 2017
    • 3 min

    ASPPA Women Business Leaders Forum: The Best and the Brightest

    June 5-8, 2017, the ASPPA Women Business Leaders Forum (WBLF) will be held in Denver, CO at the Brown Palace Hotel. This conference is a...
    9 views0 comments
    TPA, ERPA, QKA – What the What?
    • Feb 10, 2017
    • 4 min

    TPA, ERPA, QKA – What the What?

    When you look at the signature after our President, Shannon Edwards’, name, you’ll notice a long list of designations – ERPA, QPA, QKA,...
    10 views0 comments
    The New Fiduciary Rule is NOT the Masked Killer of Your 401(k) Plan Business
    • Nov 1, 2016
    • 1 min

    The New Fiduciary Rule is NOT the Masked Killer of Your 401(k) Plan Business

    Halloween is here and everyone’s talking about spooky creatures, costumes, trick-or-treating and scary movies. However, if you ask a...
    7 views0 comments
    Bedlam for Babies – 2016
    • Oct 7, 2016
    • 1 min

    Bedlam for Babies – 2016

    Join TriStar in Supporting Infant Crisis Services! Each year, we challenge our friends and family to support this wonderful cause by...
    2 views0 comments
    Straw, Stick and Brick House TPAs.
    • May 19, 2016
    • 4 min

    Straw, Stick and Brick House TPAs.

    As a service provider and expert in retirement plan compliance and consultation, we’ve seen our fair share of poor plan designs and...
    3 views0 comments
    ASPPA Women Business Leaders Conference this June!
    • Apr 5, 2016
    • 3 min

    ASPPA Women Business Leaders Conference this June!

    The ASPPA Women Business Leadership Forum (WBLF) will be held in New Orleans June 6 through June 9 at the Ritz-Carlton. The WBLF is a...
    1 view0 comments
    Take TriStar’s Bedlam for Babies Challenge!
    • Nov 6, 2015
    • 0 min

    Take TriStar’s Bedlam for Babies Challenge!

    0 views0 comments
    5 Apps for Advisors
    • Aug 20, 2015
    • 2 min

    5 Apps for Advisors

    A new generation is emerging in the savings and investing world, and with them comes new requirements for communicating, and grabbing...
    0 views0 comments
    Deadlines to Remember
    • Jul 24, 2015
    • 1 min

    Deadlines to Remember

    Deadlines go hand-in-hand with Compliance Consulting. Staying on top of the strict deadlines that apply to qualified defined contribution...
    0 views0 comments
    Fiduciary Education 101
    • Jun 25, 2015
    • 3 min

    Fiduciary Education 101

    As a compliance consulting and third party administration firm, we receive many inquiries from advisors and plan sponsors about their...
    0 views0 comments
    2015 Women’s Business Leadership Forum Summary
    • Jun 19, 2015
    • 4 min

    2015 Women’s Business Leadership Forum Summary

    ASPPA’s 2015 Women Business Leaders Forum wrapped up last week in Charleston, South Carolina. The focus at this year’s forum was on...
    9 views0 comments
    Annual Make-A-Wish Luncheon and Purse Auction
    • Feb 10, 2015
    • 1 min

    Annual Make-A-Wish Luncheon and Purse Auction

    Join us in supporting the 8th Annual Make-A-Wish Purse Auction and Luncheon to benefit the Oklahoma chapter of the Make-A-Wish...
    12 views0 comments
    Bedlam for Babies
    • Nov 11, 2014
    • 1 min

    Bedlam for Babies

    TriStar Pension Consulting will begin collecting donations in our office this week for Infant Crisis Services and their Bedlam for Babies...
    3 views0 comments

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