Financial Advisors

Compliance and Regulation Changes Can Slow You Down

Request a 401(k) Plan Consultation
Our team makes it easy for you to grow your book of business

Our team makes it easy for you to grow your book of business

Your Secret Weapon

We provide a powerful strategy to help you craft a winning sales presentation.

Consultant On Call

Having a plan administrator on your team means you can provide your client with an optimized solution.

Dive into the Details

An experienced plan administrator works daily in this space and can anticipate your client’s questions.



"Partnering with Shannon and her ladies has advanced my 401(k) knowledge in ways that I couldn't have gotten on my own. The access to a local TPA for meetings with business owners has been key in my success with 401(k)s and has given me legitimacy and a competitive edge over advisors going it alone. Shannon and her staff are always available when I have questions or need to run an idea by them. Having access to twenty plus years of knowledge Shannon has on the workings of retirement plans has been invaluable to me and my clients. One of the best business decisions I have made in my career at Edward Jones is making Shannon my go to resource for 401(k)s. Simply put, Shannon and her staff are the best!"

Jolyn Bauer Financial Advisor Edward Jones
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Walk confidently into your next meeting because you have TriStar on your team.

401(K) Plans

Build your team with an expert in 401(k) plans

Give yourself a competitive edge by adding a plan administrator to your team. We complement your understanding of the client’s business and bring to the table up-to-date regulatory details. Let’s work together to craft the best plan for your client.

Add 401(k) plan expertise to your business in 3 steps


Email to find the right plan for your clients


Pick the best option for your business size and budget


Build your practice

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.

Request a Consultation

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.

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