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!
Anonymous Now: The IRS' Anonymous Review Process
Before approaching the IRS with an error that may lead to plan disqualification, consider approaching them anonymously.
The Challenges of Going Solo(k)
For the self-employed and small business owners with a solo 401(k) plan, important rules need to be carefully considered in the coming years. It's why we asked the experts for their thoughts.
A Bite at a Time: Setting the Table for SECURE 2.0 in 2023
Getting a handle on all the new provisions of SECURE 2.0 is a lot for anyone to consume but taking it piece by piece can make it more digestible.
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.