TriStar Pension Consulting

TriStar Pension Consulting www.tristarpension.com TriStar Pension Consulting provides services to more than 250 clients ranging in size from one to over a thousand employees.

For over 15 years our professionals have provided companies, just like yours, with plan design consulting, compliance consulting, record keeping and administration services for their retirement plans. We are proud of our reputation for providing exceptional, efficient, and accurate services to our clients.

This Labor Day, we’re celebrating the people whose hard work keeps our businesses and communities moving forward. 🇺🇸It’s...
09/07/2026

This Labor Day, we’re celebrating the people whose hard work keeps our businesses and communities moving forward. 🇺🇸

It’s also a timely reminder that the way Americans save for retirement continues to evolve.

Beginning with 2027 contributions, eligible workers may qualify for a federal Saver’s Match of up to $1,000 per year on contributions to an eligible retirement account.

Created under SECURE 2.0, the Saver’s Match is another retirement savings change worth keeping on the radar.

At TriStar, we’ll continue following the guidance and sharing what employers and plan sponsors need to know.

⏱️ Got 5 minutes?That's enough time to give your retirement savings a quick check-in for 401(k) Day!✓ Log in✓ Check your...
09/03/2026

⏱️ Got 5 minutes?

That's enough time to give your retirement savings a quick check-in for 401(k) Day!

✓ Log in
✓ Check your balance
✓ Review your savings rate
✓ Review your investments
✓ Update your beneficiaries

Never Too Little. Never Too Late.

Small steps today can make a big difference for your future. Save this checklist and take 5 minutes to get started. 💜

09/01/2026

A good financial advisor can make a BIG difference in the success of a retirement plan—but how do you know you have the right one?

That’s what Shannon Edwards and Eric Dyson are digging into on the newest episode of The Gap. 🎙️

From what you should expect from your advisor to fees, participant education, culture fit and the questions to ask before hiring someone new, this episode is packed with practical advice for employers of all sizes.

🎧 Episode 20 is live! Listen now and share it with a business owner or plan sponsor who could use this conversation.

📖 The Fall 2026 issue of Plan Consultant Magazine is here!From TPA acquisitions and SECURE 2.0 to Roth contributions, PE...
08/27/2026

📖 The Fall 2026 issue of Plan Consultant Magazine is here!

From TPA acquisitions and SECURE 2.0 to Roth contributions, PEPs, technology, plan administration and more, this issue is packed with timely insights from leaders across the retirement plan industry.

The cover story from Dina Hamad is another must-read, looking beyond the numbers of a TPA acquisition to an important question: Will the people who trusted you be better off because of the decision?

Lots of great perspectives in this one. Add it to your reading list! 📚

👉 Check out the Fall 2026 issue of Plan Consultant Magazine.
🔗 https://www.asppa-net.org/industry-content/asppa-plan-consultant-magazine/

08/26/2026

Thinking about starting a retirement plan for your business? The cost may not be as intimidating as you think. 🙌

Eligible employers may qualify for a startup and administration tax credit of up to $5,000 per year for the first three years of a new retirement plan.

That can go a long way toward making a new plan more affordable—and it’s one of those incentives we want more business owners to know about.

🎥 Watch the video for a quick explanation.

And if you’re wondering whether you have the right TPA helping you navigate changing retirement plan rules, download our TPA Assessment Checklist to help you find the right fit. Link in the comments!

The people behind the plans. 💚Working harder and smarter for our clients takes a great team—and we’re pretty lucky to ha...
08/26/2026

The people behind the plans. 💚

Working harder and smarter for our clients takes a great team—and we’re pretty lucky to have this one!

From big projects to little details (and everything in between), Team TriStar shows up, works together and gets it done.

Great people + great teamwork = the TriStar way. 🙌

08/25/2026

10 plans. 50 plans. 100 plans. That’s a lot of information to keep straight. 😅

In this clip from The Gap, Shannon Edwards asks Will Hansen how Knowa powered by PSCA helps financial advisors manage multiple client plans without adding another technology silo.

From individual plan spaces to a consolidated view across multiple plans, Will gives us a look at how it all works.

🎥 Check out the clip and listen to Episode 19 for the full conversation.

And don’t go far—a brand-new episode of The Gap is coming next week! 🎙️

08/20/2026

🎉 Happy 9 years, Henna!

This month, we’re celebrating Henna Patel, MHA, QKA and her 9-year anniversary with TriStar Pension Consulting!

Henna’s ambition, dedication, and knowledge make such a difference to our team. She keeps things moving, is always willing to step up, and brings so much experience to everything she does.

We’re incredibly grateful to have had Henna on Team TriStar for the past nine years. 💙

Help us wish Henna a very happy work anniversary! 🎉👏

08/19/2026

💰 $500 tax credit. Up to three years. And it's not necessarily just for new retirement plans. 👀

If you already offer a retirement plan, adding automatic enrollment may make your business eligible for a tax credit.

And that's not the only potential benefit—automatic enrollment can also help increase employee participation.

🎥 Watch the video for the quick breakdown.

📌 Save this one—you'll want to remember this tax credit.

⏰ Early bird pricing ends THIS Friday!We always look forward to ASPPA Annual! From the TPA Summit and Ask the Experts to...
08/17/2026

⏰ Early bird pricing ends THIS Friday!

We always look forward to ASPPA Annual! From the TPA Summit and Ask the Experts to catching up with industry friends and meeting new ones, there’s never a shortage of things to learn (or people to talk to!).

If you’re planning to join us in San Antonio, don’t forget to register by Friday, August 21 to grab early bird pricing.

🔗 Register Here: www.asppa-net.org/events/asppa-annual-conference/

🙋‍♀️ Who’s going this year? We’d love to know!

Address

9150 N May Avenue, Ste A
Oklahoma City, OK
73120

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+14058484015

Website

Alerts

Be the first to know and let us send you an email when TriStar Pension Consulting posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to TriStar Pension Consulting:

Shortcuts

Featured

Share

Category