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.

“Our investment needs range from 401(k) plans, to executives’ personal portfolios, to active trust administration. Tri-Star has exceeded our high expectations.”