Tristar Pension Consulting

Specialties

TriStar Pension Consulting is an established, progressive and innovative compliance consulting firm. Our goal is to provide the highest quality retirement plan administration and consulting services to our clients while creating an atmosphere that promotes the individual growth of our staff and acknowledges the importance of their families.

History

Established in 1999.

Before forming TriStar Pension Consulting, Shannon managed the employee benefit administration division of Gibson & Company, P.C., a Certified Public Accounting firm. Shannon was employed by Gibson & Company in 1988 while attending the University of Central Oklahoma and pursuing her Accounting degree. While in college, Shannon trained in the area of retirement plan administration. Upon completion of her degree in 1992, she was made a member of Gibson & Company’s professional staff and continued to serve the firm in the employee benefit administration area.

In January of 1993, Shannon became the manager of that department. Under her supervision, the department grew from a client base of ten to over 150. She has administered plans ranging from one employee to over 3500. In 1999 she purchased her department from Gibson & Company, and with a partner, founded TriStar Pension Consulting. TriStar has been in business for over ten years.

Meet the Business Owner

Shannon E.

Business Owner

Shannon is an Enrolled Retirement Plan Agent (ERPA). She is an active member of both the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). She has earned the designations of Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) and Accredited Pension Representative (APR). She is also an active member of the American Society of Women Accountants and charter member of the National Association of Professional Pension Administrators (NAPPA). She also teaches continuing education courses and training seminars in the area of retirement plan compliance and consulting for local investment advisors. In 2009 she was invited to speak for the National Association of Insurance & Financial Advisors and the Society of Financial Service Providers.

In 2009 Shannon was deeply honored by being named one of OKCBIZ Magazine’s Forty Under 40 honorees.