Videos

For Financial Advisors

How to Choose the Right TPA for Your Clients

Stay in the Loop with Your Clients’ Retirement Plans

How 401(k)s Can Boost Your Practice Without Draining Your Time

5 Questions to Ask When Picking a TPA

Stay Informed: How to Spot Gaps in Your TPA Relationship

Why Financial Advisors Are Also Educators (and How It Pays Off)

Are You Overlooking a Whole New Client Base? (Here’s How to Fix That)

For CPAs

Save Your Clients Money—and Save Yourself Time

The Easy Button for CPAs: Increase deductions for you and your clients

Working with TriStar

What It’s Really Like to Work With Tristar Pension Consulting

The 401(k) Form That Saves You Time, Money & Headaches

Streamline Your Retirement Plan Paperwork

How to Choose the Right TPA for Your Clients

Onboarding with TriStar Pension Consulting

Retirement Plan Proposals Made Easy

Want to Grow Your Business? Start Offering Retirement Plans

From Setup to Compliance—We Handle Your Retirement Plan

What Exceptional Retirement Plan Service Really Looks Like

Client Testimonials

How I Accidentally Found My Purpose—and Built a Company That Changes Lives

The TPA We Trust for Smooth, Accurate 401(k) Audits

How Tristar Helps CPAs Maximize Deductions Without Extra Work

From Hesitant to Hooked: How Tristar Changed Our 401(k) Business

Why I Trust Tristar: Peace of Mind, Compliance & Real Results

Our Team

Why I Built Tristar: A Retirement Plan Company That Actually Puts You First

From Country Music to Compliance: Lisa’s Unlikely Path to Mentorship at Tristar

From Bookkeeping to Backyard Tomatoes—Allyson’s TriStar Story

From Plan Admin to Mediterranean Masterchef—Meet Henna

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The Tristar Pension Consulting 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.