• Shannon

TriStar’s New Website: The 2020 Edition

We’re now unveiling our new website to serve our incredible 401(k) plan advisor partners and our plan sponsor clients! New look and feel, same reliable information and support! Our website has undergone some major changes. The most notable are: 1. Request a Consultation

We’ve made it much easier to request a consultation about a retirement plan!

Whether you’re an advisor seeking help with retirement plan administration, or you’re a plan sponsor needing advice on implementing or correcting a 401(k) plan, we’re only an email or phone call away!

Request a Consultation 2. Advisor Services TriStar offers two services specific to advisors looking to grow their retirement plan knowledge and increase the 401(k) plans they manage.

401(k) Sales Champion

The 401(k) Sales Champion is a holistic sales development program developed by Chris Barlow, a former Advisor, Wholesaler, National Sales Manager, and Strategic Director at some of the top financial firms in the industry. He has encompassed his 30 years of expertise in the retirement plan selling into this streamlined, easy to use program built for advisors at any level.

The program covers over 100 topics on 401(k) plan selling and strategy throughout a 7-step process, from garnering leads to winning the sell!


Prepare for your next 401(k) plan meeting with 401kGrabNGo. Create 401(k) plan opportunities, qualify your opportunities, prepare a winning sales presentation, and serve your new 401(k) plan client – all by following along with this educational video series.

View Our Advisor Services 3. Client Portal

Our Client Portal houses our secure portal that allows us to safely send and receive important documents and signature for your retirement plan.

4. Our Retirement Plan & Consultation Services

Whether you need help designing and implementing a custom 401(k) plan for you and your employees, correcting a plan that’s gone awry, or you’re an advisor seeking a retirement plan expert to partner with, we’re here to help.

Our services span from 401(k) plan design, administration, correction, amendments, and government filings (like From 5500), to attending client meetings with advisors to lend a helping hand & provide our expertise. View our full list of Defined Contribution & Defined Benefit Plan services here.

We’re so excited for you to explore our new website. Please let us know if you have any issues navigating or can’t find a specific resource.

Have a question about a 401(k) plan that you can’t find the answer to on our website? Let us know!

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