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.

Running a successful TPA firm today takes more than keeping up with regulations.It means thinking about growth, client r...
06/24/2026

Running a successful TPA firm today takes more than keeping up with regulations.

It means thinking about growth, client relationships, business development, leadership, and what comes next for your firm.

That's exactly what the TPA Growth Summit at ASPPA Annual is all about.

Designed for TPA owners, firm leaders, and sales and marketing professionals, this special event brings together industry peers to share ideas, discuss challenges, and explore new opportunities for growth.

đź“Ť San Antonio, TX

📅 October 18–21, 2026

Thinking about attending? Save this post so you remember to select "TPA Growth" when you register. đź”— https://www.asppa-net.org/events/asppa-annual-conference/

Who's planning to attend this year? 🙋‍♀️

ASPPA

06/23/2026

The retirement savings gap is real—but there are steps women can take to help strengthen their financial future.

Workplace retirement plans, saving consistently, and starting as early as possible can make a meaningful difference over time.

That's one reason initiatives like Rai$e Her and Women's Retirement Security Day are so important. Education creates awareness, and awareness creates action.

Watch the video below to learn more, then visit the link in the comments for resources you can share with employees, clients, colleagues, friends, and family.

Because one conversation today could help change someone's retirement tomorrow.

Retirement confidence is at an all-time high. But confidence and preparedness aren't always the same thing.Our latest Pl...
06/22/2026

Retirement confidence is at an all-time high. But confidence and preparedness aren't always the same thing.

Our latest Plan Sponsor Outlook newsletter explores the gap between how employees feel about retirement and how prepared they actually are. You'll also find insights on automatic escalation, 401(k) fees, abandoned retirement accounts, and key reminders for plan sponsors.

đź“Ś Save this post so you can come back and read the newsletter later.

đź”— https://www.tristarpension.com/retirement-plan-resource-center

Why do women often retire with less saved than men?The answer isn't a lack of planning. It's often life.đź’ś Many women ste...
06/18/2026

Why do women often retire with less saved than men?

The answer isn't a lack of planning. It's often life.

đź’ś Many women step away from work to care for children or aging parents.

đź’ś Women with one child earn 28% less on average over their careers than women without children.

đź’ś Women live longer, meaning retirement savings often need to last longer.

These realities can create a significant retirement savings gap over time.

Swipe through to see the numbers behind the issue and help spread awareness ahead of Women's Retirement Security Day on July 14.

06/17/2026

Women often retire with less saved for retirement—but that's only part of the story.

Career breaks, caregiving responsibilities, and longer life expectancies can all impact retirement readiness.

That's why we're helping raise awareness for Women's Retirement Security Day and sharing resources to help educate and empower women when it comes to retirement savings.

Watch the video, share it with someone who needs to see it, and follow along as we continue this important conversation. đź’™

đź”— check out resources here: https://www.usaretirement.org/get-involved/wir/womens-retirement-security-day/

Offering a retirement plan is about more than checking a box.Today's employees expect access to retirement benefits, and...
06/15/2026

Offering a retirement plan is about more than checking a box.

Today's employees expect access to retirement benefits, and employers are looking for ways to provide those benefits without adding unnecessary complexity.

That's one reason Pooled Employer Plans (PEPs) continue to gain attention. They can help simplify administration, create efficiencies, and provide access to retirement benefits through a shared plan structure.

But like any retirement plan decision, it's important to understand both the opportunities and the considerations before making a change.

Our latest article explores what PEPs are, why interest is growing, and what employers should evaluate before deciding if a PEP is the right fit.

đź“– Read the article and save it for future reference.

06/11/2026

Would you trust a TPA that doesn't require continuing education?
Retirement plan rules change constantly. That's why professional credentials and ongoing training matter.

Before choosing a TPA, ask:
• What credentials does your team hold?
• How do you stay current on regulatory changes?
• Is continuing education required?

Save this post for your next TPA evaluation. đź“Ś

Women often face unique challenges when it comes to saving for retirement.From career breaks and caregiving responsibili...
06/10/2026

Women often face unique challenges when it comes to saving for retirement.

From career breaks and caregiving responsibilities to longer life expectancies, the path to retirement isn't always a straight line.

Over the next few weeks, we'll be sharing insights, resources, and conversations focused on women's retirement security and ways to help close the retirement savings gap.

Follow along and join the conversation. đź’™
đź”— https://www.usaretirement.org/get-involved/wir/womens-retirement-security-day/

What topic would you like to learn more about?

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.

đź”— 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?

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

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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