Our system makes it easy to get the numbers you need

Tax Calculations
Can Be Tricky Without The Plan Illustrations You Require

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.

CPA Testimonials

"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."

Amber Tyler, CPA

Audit Partner

Eide Bailly


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 the clients who need the tax deductions


Email to get the figures


Watch your clients reap the rewards

We fix broken retirement plans


Business owners want to provide a retirement option for their employees, but they shouldn’t get bogged down in the administrative details. A letter from the IRS about a problem with your plan shouldn’t keep you or your client up at night. Maximize your contributions and tax benefits with a company that truly understands your business.