TriStar Pension Consulting

Experts in Retirement Plans: We consult, design, and administer workplace retirement plans for businesses of all sizes. P: 405-848-401K

[TriStar Pension Consulting @TriStarPension]

How are you celebrating National 401(k) today? Many retirement plan advisors are getting creative and coming up with new ways to get the word out.

#tpa #advisors #401kplan

https://t.co/dhl3wShkg8

[TriStar Pension Consulting @TriStarPension]

The ASPPA Annual Early Bird Special deadline is THIS Friday! You won't want to miss this conference filled with tons of resources to help elevate your career. Join us in October! @ASPPA
📷 Get registered here: https://t.co/c04QLq8rVi

#ASPPA #TPA #retirementindustry

[TriStar Pension Consulting @TriStarPension]

It's the first Thursday of August, you know what that means? It's time to start the two week countdown for the #WiRC Third Thursday virtual event coming up on the 17th.

Get registered here: https://t.co/DVo6oxfnZh

@USARetirement

[TriStar Pension Consulting @TriStarPension]

What do you think about the Auto Reenroll Act of 2023 that was introduced July 26 by Sens. Tim Kaine (D-VA) and Bill Cassidy, M.D. (R-LA)?
@NAPA401K

https://t.co/HDnyOqDsPP

[TriStar Pension Consulting @TriStarPension]

We are ready to jump into the upcoming Third Thursday #WiRC discussion on plan size with Malika Terry and Lisa Boss! DOES the size of the plan really matter? What are the similarities and what are the differences between large and small plans? Let's find out together!

[TriStar Pension Consulting @TriStarPension]

We found all the answers to your burning questions involving the expansion of the Employee Plans Compliance Resolution System (EPCRS) included in Section 305 of SECURE 2.0.
Check back regularly as we begin our Summer SECURE 2.0 Q & A
https://t.co/uscrlgPF7L @NAPA401K

[TriStar Pension Consulting @TriStarPension]

Many small business owners shy away from offering retirement plans for a plethora of reasons. Ted Godbout dives deeper into the industry trends and research behind small businesses offering retirement savings to their employees. @NAPA401K
https://t.co/ddXPktbakK

[TriStar Pension Consulting @TriStarPension]

Happy Small Business Day!
We want to thank our clients for their loyalty and support of TriStar Pension over the years. We would not be where we are today without you, THANK YOU! Your feedback is also incredibly important to us. Leave us a review on Google or our Facebook page!

[TriStar Pension Consulting @TriStarPension]

There has been a significant increase in the number of small businesses offering 401(k) plans to their employees in the last 3-4 years.
Are you a small business owner considering a 401(k) plan for your employees?

https://t.co/ePqef0L0Ol

#smallbusiness #smallbusinessowner

[TriStar Pension Consulting @TriStarPension]

Our leader Shannon Edwards had the opportunity to sit down with Melissa Terito, CPA from Sentinel Pension, A Division of Faulk & Winkler and chat about SECURE 2.0 on her podcast: #TPA Tidbits. Listen via Apple podcasts here: https://t.co/0YW4YYDj9q #podcast #retirement

[Nevin Adams @nevinesq]

Rocking it at the #napa401ksummit with @TriStarPension , @PinnaclePlan , @mpatch07 , Justin Bonestroo on how to find a good TPA match... including recordkeeper. https://t.co/dg036zzAcK

[TriStar Pension Consulting @TriStarPension]

Our favorite presentation at the #napa401ksummit so far: the Washington update from @nevinesq and Brian Graff. Did you know that over 60 million American workers don’t have access to a retirement plan? #ASPPA #NAPA #ARA #TheAdvisorExperience

[TriStar Pension Consulting @TriStarPension]

Day 2 of the #napa401ksummit has been busy and we are only half way through the day. So much to see and learn!
What has been your favorite workshop/presentation so far? @NAPA401K

[NAPA - National Association of Plan Advisors @NAPA401K]

The next generation of #financialservices clients has arrived. They will not tolerate being treated the same way their parents were treated. Learn what they want in Cam Marston's upcoming presentation.
#NAPA401kSummit #theadvisorexperience

[TriStar Pension Consulting @TriStarPension]

We are headed to the #napa401ksummit in sunny San Diego. This rock star group is set to be presenting one of the hottest topics out there right now: Party “Animus”? What You Should be Getting from Your TPA Partners – and What to Do if You Can’t. @usa_retirement

[NAPA - National Association of Plan Advisors @NAPA401K]

Registration closes for the #NAPA401kSummit today! Are you in?

[TriStar Pension Consulting @TriStarPension]

Join us next Tuesday, March 28th for the American Society of Pension Professionals and Actuaries' TPA Hangout! @ASPPA March Topic: SECURE 2.0 – Do you know the unknown unknowns?
Get registered here: https://t.co/uC04x5IO6F

#TPA #consultants #growingbusiness #ASPPA

[TriStar Pension Consulting @TriStarPension]

Our whole team is currently doing a happy dance along with our leader Shannon Edwards! Today was a big day for many of our clients, which means it's a big day for us. @Asppa @napa

Read more about why we're excited here: https://t.co/UqxfIQkBiO

[TriStar Pension Consulting @TriStarPension]

We would like to welcome Connor Loch, our newest Plan Administrator, to the TriStar Team! We look forward to the contributions you will make and the impact you will have here at TriStar. Welcome aboard!

#newteammember #planadvisor #retirementplanning #smallbusiness

[TriStar Pension Consulting @TriStarPension]

Join us this Tuesday for an insightful discussion about SECURE 2.0 with Andrew Remo, Director of Federal & State Legislative Affairs in Government Affairs from the American Retirement Association.
Sign up here: https://t.co/op17MWCFYP
@asppa

#TPA #smallbusinessowner #leader