When you are looking for financial planning services in Oklahoma City, you need to meet with Tristar Pension Consulting. They offer the highest-quality retirement plan administration and consulting services in an atmosphere that promotes the individual growth of teams. They understand the importance of financial planning and the impact it has on families.
What to Expect
When you are looking for financial planning services in Oklahoma City, they understand how to create a retirement plan that works for clients and their employees. They listen to your retirement goals and work to reach a plan that maximizes benefits, reduces plan costs, and maintains the direction of the business. They work with you to design a custom plan,and they help administer and keep records for the plans. They also offer annual compliance testing and government reporting, as well as consulting services.
Custom Plan Design
A company that offers financial planning services in Oklahoma City helps with custom plan design. They understand that this is a complex process, so they review your company. They take this information and design a plan that is tailored to the needs of the clients, employees, and the business itself. If you already have a plan, they will review it and recommend the best changes to meet your goals and objectives. Finally, they will prepare the documents that are required by the IRS and DOL. Once you have your plan, they maintain participant vested percentage records and manage the plan for you.
