TriStar Pension Consulting

TriStar Pension Consulting

Financial-Services

Oklahoma City, Oklah...
United States
Company Tagline

We'll help you begin your journey on the road to retirement with a well-designed retirement plan.

Industry Category
Financial-Services
Company Description

TriStar Pension Consulting is a leading financial services firm dedicated to helping businesses and individuals navigate the complexities of retirement planning. With a commitment to excellence and a focus on delivering tailored solutions, TriStar Pension Consulting ensures that clients are well-prepared for their financial futures. Located at 9150 N. May Ave Ste. A, Oklahoma City, Oklahoma 73120, US, TriStar Pension Consulting stands as a trusted partner in the journey toward a secure retirement.

Specializing in custom retirement plan design, consulting, record-keeping, and administration services, TriStar Pension Consulting caters to a diverse clientele ranging from small businesses to large corporations. The company’s comprehensive approach encompasses defined contribution plans, compliance consulting, recordkeeping, restoring plan qualification, and 401(k) administration and consulting. TriStar Pension Consulting is known for providing exceptional, efficient, and accurate services, making it a preferred choice for businesses seeking reliable retirement plan solutions.

TriStar Pension Consulting’s dedication to client success is evident in its meticulous attention to detail and personalized service. The firm's expertise in retirement plan administration ensures that clients receive the highest level of support and guidance. We encourage the manager of TriStar Pension Consulting to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

TriStar Pension Consulting est une firme de services financiers de premier plan dédiée à aider les entreprises et les particuliers à naviguer dans les complexités de la planification de la retraite. Avec un engagement envers l'excellence et une focalisation sur la fourniture de solutions sur mesure, TriStar Pension Consulting s'assure que les clients sont bien préparés pour leur avenir financier. Située au 9150 N. May Ave Ste. A, Oklahoma City, Oklahoma 73120, États-Unis, TriStar Pension Consulting est un partenaire de confiance dans le parcours vers une retraite sûre.

Spécialisée dans la conception de plans de retraite personnalisés, le conseil, la tenue de registres et les services d'administration, TriStar Pension Consulting s'adresse à une clientèle diversifiée allant des petites entreprises aux grandes sociétés. L'approche globale de l'entreprise englobe les régimes à cotisations définies, le conseil en conformité, la tenue de registres, la restauration de la qualification du régime et l'administration et le conseil 401(k). TriStar Pension Consulting est reconnue pour fournir des services exceptionnels, efficaces et précis, ce qui en fait un choix privilégié pour les entreprises à la recherche de solutions de régime de retraite fiables.

Le dévouement de TriStar Pension Consulting au succès de ses clients est évident dans son souci méticuleux du détail et son service personnalisé. L'expertise de l'entreprise en matière d'administration de régimes de retraite garantit que les clients reçoivent le plus haut niveau de soutien et de conseils. Nous encourageons le responsable de TriStar Pension Consulting à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.

Key Personnel / Employees
Lisa R. Morris CEBS QPA QKA ERPA Joshua Brown Allyson Rentsch QKC QKA Shannon Edwards

Compare Companies Side by Side

Compare TriStar Pension Consulting with 3 companies in Financial-Services

4 Companies
Comparison Field
TriStar Pension Consulting
TriStar Pension Consultin...
Main Company
Definiti LLC
Definiti LLC
View Profile
OctaveWealth
OctaveWealth
View Profile
FinSource Limited
FinSource Limited
View Profile
Founded Year
2020 2016 2019
Company Size
201-500 2-10 201-500
City
Oklahoma City, Oklahoma Erie, PA San Francisco, California Dhaka, Dhaka
Country
United States United States United States Bangladesh
Skills & Keywords Comparing with main company
12 Total Skills
Retirement Planning Financial Services Retirement Plan Design 401(k) Administration Compliance Consulting Pension Consulting Defined Contribution Plans Recordkeeping Restoring Plan Qualification Custom Qualified Retirement Plan Design Retirement Plan Administration 401(k) Administration & Consulting
10 Total 2 Common 8 Unique
Match 17%
Common Skills:
401(k) Administration Retirement Plan Design
Unique Skills:
Actuarial Defined Benefit Plans OPEB Plans Pension plans Retirement Fund Management Retirement funds +2
4 Total 1 Common 3 Unique
Match 8%
Common Skills:
Retirement Plan Design
Unique Skills:
Investment Management Retirement Plan Consultation Retirement Plan Services
4 Total 4 Unique
Unique Skills:
Advisory Services FinTech Application Development Software Development Wealth Management
4
Total Companies
2016
Oldest Founded
2
Countries
27
Unique Skills

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Alternative Company Names

This company is also known as

TriStar Pension Consulting 三星养老金咨询 ट्राइस्टार पेंशन कंसल्टिंग تريستار للاستشارات التقاعدية