Retirement Planning. Simplified.

Your retirement income depends on a sound retirement investment plan. We’ll act as corporate trustee of your company's retirement plan. We offer a full array of corporate retirement plans including 401(k), profit-sharing, money purchase pension, defined benefit, cash balance, IRA, SEP IRA and Simple IRAs.

A Tri-Star Story by Jane Hagen

Recently, we had an opportunity to convert a new retirement plan to Tri-Star, but the obstacle was that it needed to be converted within 21 days from the date the client said YES to Tri-Star. If we couldn’t accomplish the conversion within 21 days, then the plan would need to go through two conversions, one to the new recordkeeper and a second to Tri-Star. The current recordkeeper was selling their book of business to a new provider located out of state, but the client wanted to stay with someone local.

Due to the long term partnership we have with our platform partner, their staff converted the plan within 15 business days. Normally this process takes 60 days for a conversion to be completed accurately. The partner staff along with our Employee Benefits staff, Gina Ruhlig and Laura Janson, worked extra hours to accomplish the conversion. The client is extremely pleased with how quickly, efficiently, and accurately the process occurred. What a great way to start a relationship with a new client, and it’s all due to the great relationship we have with our platform partner and the remarkable assistance of Gina and Laura.

For more information on Jane or to contact her, please click here.