TriStar Pension Consulting

Firm Profile

FIRM PROFILE
TriStar Pension Consulting focuses on helping Americans save for a dignified retirement. We partner with both advisors and employers to effectively design, administer and at times restore the qualified status of Employer Sponsored Retirement Plans. We are a well-established, nonproducing Compliance Consulting and TPA Firm based in Oklahoma with no limits on with whom we can work.

ESTABLISHED 1999

KEY CONTACTS
Shannon Edwards, (405) 848-4015,
shannon@tristarpension.com
Allyson Rentsch, (405) 848-4015
allyson@tristarpension.com
WEBSITE tristarpension.com

STATE(S) WHERE WE HAVE A PHYSICAL PRESENCE
Oklahoma

SPONSORED PLANS SUPPORTED 250

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 $200 MM+
As of 12/31/15 $200 MM

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 10,000+
As of 12/31/15 10,000

TARGET MARKET(S)
Micro (<$1million), Small ($1-10 million)
Mid ($10 – 100 million)

KINDS OF PLAN(S) SUPPORTED
401(k), traditional defined benefit, cash balance/
hybrid, profit-sharing, 403(b)

CUSTODIAN(S) USED
We are able to use any custodians the advisor sees fit.

FEE STRUCTURE
Base fee

SERVICE(S) PROVIDED
Compliance support, preparation of loan paperwork, processing of loan applications, non-discrimination testing, plan design consulting, plan audit support, Form 5500 preparation, QDRO review, hardship distribution requests, voluntary compliance and resolutions support, preparation and representation