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.

06/09/2026

"The really smart people in our industry are often the most undervalued."

That's how Grant Ellis describes TPAs in Episode 16 of The GAP.

Having worked on the advisor side, recordkeeper side, and TPA side, Grant shares why understanding plan administration and compliance creates a stronger foundation for serving plan sponsors.

It's a perspective we appreciate because behind every successful retirement plan is a team making sure the details are right—from plan design and compliance testing to operational oversight and participant outcomes.

The best retirement plans aren't built by one expert. They're built through partnership.

That's why this conversation resonated with us.

🎙️ Listen to Episode 16 of The GAP Podcast and hear why understanding every side of the retirement plan ecosystem matters.

🔗 https://www.tristarpension.com/podcasts

06/04/2026

Your retirement plan reports may look accurate—but do you know how they're being verified?

Technology has made retirement plan administration faster and more efficient. But when it comes to compliance and reporting, automation is only part of the equation.

Before choosing a TPA, ask:
✔️ How is data validated?
✔️ Is it reviewed against the plan document?
✔️ Does a trained professional review the work before it's finalized?
The best processes combine technology with human expertise.

At TriStar, every number is reviewed by an experienced administrator before anything goes out the door. Technology helps us work smarter—but it never replaces the human touch.

💬 We'd love to hear from you: When evaluating a service provider, what's most important to you—technology, expertise, responsiveness, or all of the above?

📌 Save this post for future reference, and download the ARA TPA Assessment Checklist from our website if you're comparing providers.

What happens when a simple retirement plan change doesn't go as planned?A well-intentioned eligibility amendment ended u...
06/03/2026

What happens when a simple retirement plan change doesn't go as planned?

A well-intentioned eligibility amendment ended up creating years of compliance issues and impacting hundreds of employees. Fortunately, there was a path to correction—but not before some valuable lessons were learned.

In her latest article for Plan Consultant magazine, Shannon Edwards shares this real-world case study and the key takeaway every plan sponsor should know:

💡 Even small plan design changes can have bigger consequences than expected.

Save this post for later and check out the full article.
https://www.asppa-net.org/industry-content/asppa-plan-consultant-magazine/

One extra rollover could be standing between retirees and charitable giving.Today, retirees generally must move assets f...
06/02/2026

One extra rollover could be standing between retirees and charitable giving.

Today, retirees generally must move assets from a 401(k) or 403(b) into an IRA before making a Qualified Charitable Distribution.

The proposed Charity Parity Act would remove that extra step, making charitable giving simpler and more accessible for retirement savers.

Why it matters:

• Less administrative complexity

• Greater flexibility for retirees

• More opportunities to support charitable causes directly from retirement assets

📌 Save this post and check out the full article for a closer look at what this proposal could mean for retirement savers and nonprofits alike.

🔗 https://beyer.house.gov/news/documentsingle.aspx?DocumentID=9109

06/01/2026

Your 401(k) plan may be working on paper—but are your employees actually feeling more confident about retirement?

🎙️ In Episode 16 of The Gap Podcast, Shannon Edwards sits down with Grant Ellis to discuss what plan sponsors are facing today:

✔️ Too many vendors competing for attention
✔️ Constant regulatory changes
✔️ Technology that doesn't always simplify the process
✔️ The challenge of truly engaging participants

One of the biggest takeaways? Better retirement outcomes happen when the right partners are working together—and when participant education goes beyond another app or email.

Because closing the gap isn't just about offering a retirement plan. It's about helping people understand it, use it, and feel confident about their future.

Listen to Episode 16 and share it with a business owner, HR leader, or plan sponsor who could benefit from the conversation.

🎧 Listen now: https://www.buzzsprout.com/2565754/episodes/19242659

05/28/2026

“They never called back.”

We hear this all the time—and it’s usually not about expertise.
It’s about communication.

If you’re running a business without a full HR team, you shouldn’t have to chase down answers about your retirement plan. You deserve a partner who actually responds, explains things clearly, and keeps you in the loop.

If they don’t? 🚩

Save this as a reminder of what to look for—and grab the TPA Assessment Checklist from our website before choosing your next partner.

🔗 https://www.tristarpension.com/tpa/compliance-administration-checklist

Everyone’s talking about 3(16) and 402(a) fiduciary services right now — but are they actually solving the real problem?...
05/27/2026

Everyone’s talking about 3(16) and 402(a) fiduciary services right now — but are they actually solving the real problem?

In our latest article, we break down where these services add value, where they can create confusion, and why payroll integration and operational processes may matter more than many plan sponsors realize.

One big takeaway:
Not every compliance issue is a fiduciary issue. Sometimes it’s a data flow issue.

🔗Article link in comments.

Wonder how your 401(k) plan stacks up?Plan Sponsor Council of America’s Annual Survey gives you the data to find out.📊 1...
05/26/2026

Wonder how your 401(k) plan stacks up?

Plan Sponsor Council of America’s Annual Survey gives you the data to find out.

📊 180+ benchmarking tables
📈 10-year trends
💡 Used by plan sponsors, advisors & policymakers

Plus—you’ll get the full report FREE ($730 value).

⏳ Closes June 5
Don’t miss it.

🔗 https://www.psca.org/industry-content/surveys/annual-401k-survey/

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country. 🇺🇸

Their sacrifice is never forgotten, and their legacy lives on in the freedoms we hold today.

🌟 ASPPA Annual Registration is now Open! The pace of change in retirement plans isn’t slowing down— it’s accelerating.Fr...
05/22/2026

🌟 ASPPA Annual Registration is now Open!

The pace of change in retirement plans isn’t slowing down—

it’s accelerating.

From evolving regulations to AI-driven operations and a shifting workforce, what you don’t know today can quickly turn into tomorrow’s risk (or opportunity).

That’s why events like ASPPA Annual matter.

This year marks 60 years of bold thinking, leadership, and innovation—bringing together retirement plan professionals from across the industry to focus on what’s next.

📍 San Antonio, TX

📅 October 18–21, 2026

At ASPPA Annual, you’ll:

✔️ Hear directly from Washington and regulatory agencies

✔️ Get ahead of AI’s growing role in retirement plan operations

✔️ Build connections with peers facing the same challenges

✔️ Walk away with insights you can actually apply

If this is even possibly on your radar… save this post now.

Future you will thank you when registration deadlines sneak up.

🔗 Registration: https://www.asppa-net.org/events/asppa-annual-conference/



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

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