BlueStar

Firm Profile

BlueStar is a full-service integrated recordkeeper & TPA. BlueStar’s focus on retirement plan solutions began in 2008, resulting in swift growth. While BlueStar serves plans of all sizes and types, BlueStar has proven itself as a national expert in the administration of Multiple Employer Plans (MEPs) and other MEP-like structures which take advantage of existing efficiencies.

KEY CONTACTS
Sales: Steven Kimmel, (904) 395-8296,
SKimmel@BlueStarRetirement.com

WEBSITE www.BlueStarRetirementServices.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/16
401(k): 2,000/100,000
403(b): 300/10,000
457: 25/500
Defined benefit: 10/250
Cash Balance: 25/250

ASSET ALLOCATION FUNDS
BlueStar is an open-architecture recordkeeper; any funds available on the selected underlying trading platform (typically either Schwab, TD Ameritrade, or Matrix) are available.

PLANS BY CHANNEL (Direct/Advisor): 50/2,500
Platforms used: Schwab, TD Ametritrade Trust, Matrix

ADVISOR SUPPORT SERVICES
Compliance support, plan benchmarking, target-date evaluation tools, training for DC plan sales/service, investment committee meetings.
• 2 external/internal wholesalers focused on advisor/institutional

PARTICIPANT SUPPORT SERVICES
Retirement income estimates/projections, rollover services, call center support, smartphone access to participant balances, smartphone transaction access for participants.

PLAN SPONSOR SUPPORT SERVICES
Complete plan administration; direct-mail plan notices fulfi llment; full handling of transactions such as loans, hardships, etc.