Offering Corporate Retirement Benefits
Make sure your employees are protected in retirement by offering a sound retirement plan. Tri-Star offers a full array of plans including 401(k) plans, profit-sharing, money purchase pensions, defined benefits, cash balances, IRAs, SEP IRAs and Simple IRAs. Interested in learning more about Tri-Star’s Corporate Retirement Planning?Click here for more information.
Contact us today to discuss setting up a corporate retirement plan for your business.
Retirement Plan Conversion Completed in 15 Days
A true Tri-Star story
The provider of a corporate retirement plan for a Tri-Star client was selling its business to a new provider out of state, but the client wanted to keep its retirement plan managed locally. Unfortunately, the conversion to Tri-Star had to be accomplished within 21 days (rather than a typical 60 days) to avoid a costly and time-consuming two-step process. Tri-Star’s employee benefits staff stepped up to not only meeting the accelerated deadline, they exceeded it, completing the process with six days to spare.