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

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 ユウ Read more about why we're excited here: lnkd.in/gYZvAYAU

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

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: lnkd.in/gsZ63Vbt #TPA #consultants #growingbusiness #ASPPA

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. American Retirement Association

Rocking it at the #napa401ksummit with TriStar Pension Consulting , Pinnacle Plan Design , @mpatch07 , Justin Bonestroo on how to find a good TPA match... including recordkeeper. lnkd.in/e4T33wUb

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

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? NAPA - National Association of Plan Advisors

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

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: lnkd.in/gwwbWr95 #podcast #retirement

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? lnkd.in/gaEnU5JD #smallbusiness #smallbusinessowner

Can Employers Help Americans Struggling to Save Amid Inflation? Recent data looks inside the wallets of working Americans. buff.ly/3NIqTrB

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!

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. NAPA - National Association of Plan Advisors lnkd.in/gRcevxDT

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 lnkd.in/gSBmHkgM NAPA - National Association of Plan Advisors

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!

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)? NAPA - National Association of Plan Advisors napa-net.org/news-info/dail…

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: asppa.personifycloud.com/PersonifyEbusi… AmericanRetirement

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: asppaannual.org #ASPPA #TPA #retirementindustry

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 napa-net.org/news-info/dail…