output-onlinepngtools.png
Client Portal
  • Home

  • About

    • Our Team
    • Our Mission & Goals
    • Community
  • Our Services

    • Overview
    • Defined Contribution Plans
    • Defined Benefit Plans
    • Plan Limits
    • CARES Act & COVID-19
  • Financial Advisors

    • 401(k) Advisor Systems
  • Plan Sponsors

  • CPAs

  • Blog

  • Newsletters

  • Videos

  • Contact Us

  • More

    Use tab to navigate through the menu items.
    • All Posts
    • Money Saving Tips
    • Plan Sponsor Tips
    • Loans and Distributions
    • 401(k)
    • Financial Advisors
    • In the Community
    • Publications
    • 401(k) Participants
    • Company News
    • Events
    • Retirement
    • Women
    • Fiduciary
    • Participant Education
    • Types of Plans
    • Census
    • Form 5500
    • Notices
    • Retirement Tips
    • Census
    • Legislation
    • Humor
    • Safe Harbor
    • Publications
    • Vesting
    • Testing
    Search
    Back to School – 401(k) Edition
    • Sep 9, 2016
    • 1 min

    Back to School – 401(k) Edition

    What makes 401(k) plans so popular, and who can sponsor and participate in these plans? Our 401(k) refresher sheet answers these...
    2 views0 comments
    A Safe Harbor Plan Makes “Cents”
    • Apr 28, 2015
    • 3 min

    A Safe Harbor Plan Makes “Cents”

    401(k) plans require annual testing known as ADP and ACP. These tests are performed to determine if highly compensated employees and...
    0 views0 comments
    Is It Time to Sail Into a Safe Harbor 401(k)?
    • Apr 9, 2015
    • 3 min

    Is It Time to Sail Into a Safe Harbor 401(k)?

    Although it seems like it’s still a million miles away, October 1st is just around the corner. What is the significance of the October...
    2 views0 comments
    14 Years of Failed 401(k) Testing…This is no April Fool’s Joke
    • Apr 1, 2015
    • 3 min

    14 Years of Failed 401(k) Testing…This is no April Fool’s Joke

    We once took over a retirement plan from another Third Party Administrator. The business sponsoring the plan was a small family owned...
    3 views0 comments
    • Apr 16, 2014
    • 7 min

    The Continuing Evolution of the Safe Harbor 401(k) Plan

    The safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners and other highly compensated...
    1 view0 comments

    Contact Us

    Thanks for submitting!

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