CPAs
Tax Calculations
Can Be Tricky Without The Plan Illustrations You Require
Our system makes it easy to get the numbers you need
Numbers Guru
We provide the numbers you need, so you can advise your clients on what’s possible.
Your Pension Partner
Put us on your team of specialists - right there with tax and legal experts - to be the resource you need.
Maximize Deductions
Let’s work together to uncover deductions for your clients that will have them happy at tax time.
CPAs
"TriStar's team is a great resource for their clients. Their passion to go the extra mile to service clients is evident in their direct & up-front communication. They provide various services which help ease the burden during plan set-up that continues into operation of the plan and even into audit support. Shannon's passion for client service is demonstrated through her direct involvement with her clients. She is abreast of ERISA complexities and regulations. TriStar's service during an audit includes an analysis of contributions on a by-employee basis to ensure that all participants receive the appropriate amounts, interpretation and training on plan provisions and distribution support. TriStar's team is available to walk a client through the complexities of setting up a plan, ensuring compliance with ERISA and DOL regulations, and navigating an audit. Their team is available to fully support a client throughout the audit process by aiding with document requests that may be deferred to the client if a local TPA is not engaged."
Walk confidently into your next meeting because you have TriStar on your team.
Join with a partner who understands the numbers
We know you and your clients need to see the numbers that result in maximum tax deductions. Good news: we love numbers. Add TriStar to your team as a partner in servicing your clients. We help you uncover tax deductions, stay current on retirement plans and regulations, and present an accurate financial picture to your clients.
Add 401(k) plan expertise to your business in 3 steps
Identify
Identify the clients who need the tax deductions
Email contact@tristarpension.com to get the figures
Watch
Watch your clients reap the rewards
We fix broken retirement plans
It is not uncommon for an error to occur in a retirement plan. The good news is that TriStar specializes in fixing broken plans. We identify the solution using the available correction paths for the lowest cost
possible. We prepare the necessary calculations, and see the correction through to the end. We make
traveling the road to a clean plan as easy and smooth as possible.
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.