TriStar is 20!

We can’t believe it – we’re turning 20!

TriStar was established in January, 1999. From our humble beginnings serving a small number of Oklahoma businesses to our nearly 300 plans spanning seven states and 100,000 participants, our mission has never changed. We are passionate about helping Americans save for retirement.

Over the last 20 years, we’ve had the opportunity to work with so many fantastic business owners who genuinely care about their employees. While getting to know our clients, we’ve had the chance to help build thriving retirement plans for business owners and participants alike. Few industries or professions afford the opportunity to make such an impact on each individual at one business.

It’s for this reason we look forward to working with all of you for years to come – and to building friendships with new businesses along the way.

Thank you for being part of our journey, whether as our client, friend, or family member! We are so excited to reach this incredible milestone and we couldn’t have done it without the support of our community along the way.

We can’t wait to take see what the next years bring! Cheers to 2019 and to many more years to come!

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Recent Articles

More Late Adoption Lessons

January 11, 2023

Here are some additional best practices and lessons we've learned about the SECURE Act's late plan adoption provisions.

What's Your Lane?

January 11, 2023

TPA's and advisors need to know their 'lanes' - and just as importantly, both need to stay in their lanes. Here's the latest on the joint ASPPA/NAPA 'bridge builders' groups's efforts.

Superhighway Robbery

October 24, 2022

This column discusses the importance of protecting all the valuable data a TPA firm is entrusted with regarding people’s retirement savings.

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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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