EliteRETIREMENT ALLIANCE
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Private · prepared for TriStar
Private · prepared for TriStar
Private · prepared for TriStar
Let's be straight with each other: the proposal we built TriStar years ago has done its job, but it's dated — and you've wanted it updated for a while. This is the rebuild. A connected engine where your proposal, a client intake form, and your service agreement finally work together, branded head-to-toe in TriStar navy and green.
No spin. Here's what your current proposal couldn't do — and what the new one does. We built the old one, so we'll be the first to say it was overdue.
The upgrade isn't three nicer documents — it's that they feed each other. What's captured once at the proposal carries all the way to a signed agreement, so neither you nor your client re-enters anything.
Your branded fee proposal — built in minutes, recordkeeper revenue share included.
The client confirms and completes the details. Proposal values carry straight in.
Every field merges in. The client signs electronically and downloads the PDF.
The single biggest limitation of the old proposal was that your pricing was baked in. Now it lives in TPA Configuration — you set it, you change it, it updates everywhere. Here's your current schedule, ready to tune together in our meeting.
COLA increase? New per-participant rate? A one-off for a complex plan? You adjust it in the configuration panel and the next proposal reflects it immediately. The agreement's fee schedule reads the same numbers, so your proposal and your contract can never drift apart.
The old proposal stopped at a price. The new one carries the client all the way to a signed contract — using documents you already gave us.
We read your service agreement and built the intake form backwards from it, so every field has a home. Proposal values arrive pre-filled; your client adds the plan name, the responsible plan fiduciary, and the authorized signer — then proceeds straight to signing.
Your master engagement letter and four appendices — fee schedule, John Hancock variable-comp disclosure, scope of services, and standard terms — assembled into a single branded, e-signable agreement. Every client value drops into a merge fieldA placeholder like {{plan_name}} replaced with the client's real value the instant the agreement is generated., and recordkeeper-specific appendices appear only when they apply.
Navy #000080, green #308000, and "The Road to Retirement Starts Here" — matched from your marketing kit and extended with four original illustrations made for TriStar alone.
Setup, base, and per-participant — updated in seconds, no developer.
Not just a price sheet — proposal, intake, and signed agreement in one path.
e-Signature and PDF, without anyone leaving the browser.
Every recordkeeper's economics, offset or retained, shown transparently.
Navy, green, and your artwork on every page the client sees.
Hosted in the cloud and delivered as a link you control.
In our meeting we'll walk the whole flow end-to-end and dial in your most current pricing together — then it's ready to put in front of your next prospect.