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TriStar Pension Consulting
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Qualified Retirement Plan Consulting Firm in Oklahoma City
Qualified Retirement Plan Consulting Firm in Oklahoma City

4 followers
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It's Fun Fact Friday - 401(k) Edition!
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Today is Shannon and Allyson's last day in New Orleans for the 2016 Women Business Leaders Forum!
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2016-06-09
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TriStar Pension Consulting is pleased to announce a new Retirement Plan Loans and Distributions Specialist, Rachel Johnsen. Rachel comes to TriStar with an eagerness to learn about the retirement plan industry. Rachel’s amiable personality and excellent customer service are sure to make her an asset to the TriStar team.
Help us in welcoming Rachel!
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We hope everyone has a Happy Easter Weekend!
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Happy Presidents' Day! Don't forget that banks, the USPS, the IRS, the DOL, and the US Stock Market will be closed today. We are, however, open! #PresidentsDay
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Employers with 401(k) plans are responsible for making timely deposits into the plan, failing to do so is a fiduciary violation and can result in penalties as well as threaten the qualified status of the plan. This month's newsletter provides guidance on making timely deposits into the retirement plan: http://ow.ly/IqNR6
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Did you know, Roth 401(k)'s are also subject to Required Minimum Distributions rules?
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Compound Interest and the Benefits of Saving Early. http://ow.ly/HYLG8
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Advisors, are you attending the NAIFA Sales Congress this year? Shannon Edwards will be presenting on updates in Retirement plans. Get more information here: http://ow.ly/HL0fA
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