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.
"We have really enjoyed our time working with TriStar Pension over the past few years. Shannon and her team's expertise is unmatched, and they have helped us serve our clients at the highest level. They get to know our clients and truly become an extension of our advisory team. We haven't experienced that same level of service from a bundled provider. Therefore, we solely prefer working with an independent TPA versus a bundled product."
Michael Wojtek, CFP, CPFA
Merrill Lynch Wealth Management
Walk confidently into your next meeting because you have TriStar on your team.
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
Present a well managed plan to clients
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.
401kGrabNGo Is the 401(k) Business Building Information Advisors Need When They Need It.
The 401kGrabNGo program has been built to support the 401(k) business development of Advisors that react to 401(k) opportunities. This program is provided with establishing a partnership with Tri-Star.