Plans Run Right

Our Service-First Approach Makes It Easy for You Every Day

Our job is to take care of your plan and make it easy for you. Our people are here to help your people. We pair that service-first approach with great technology, creative development, and a willingness to adapt to deliver the retirement plan program that you always wanted. But it's our high-touch service wrapped around the awesome technology, that makes the difference. Intuitive and useful online portals. Concierge messaging. Smart systems.

We invest every day in a team of internal developers dedicated to bringing to reality the spirit of continuing innovation needed to provide the best possible services to retirement plans.

Retirement Readiness Analysis Tools for Successful Outcomes for Advisors

BlueStar provides advisors with the tools they need to monitor their clients and offer quality service. BlueStar’s dashboard offers complete retirement readiness visibility for the entire plan.

Retirement Readiness Analysis Tools for Successful Outcomes for Participants

Participants can monitor their retirement readiness by logging into BlueStar’s easy to use dashboard. Powerful online tools give participants complete ownership over their retirement goals.

screenshot MyPlanConnection for employee retirement planning


As an integrated recordkeeper and TPA, our service model provides complete and coordinated coverage of all plan issues under a single roof ensuring both efficiency and responsiveness.  By acting as the both the recordkeeper and TPA, we can also be your "TPA every day", catching issues as they happen and keeping your plan on the straight and narrow.  

We will work with your independent advisor and open architecture custodian to provide your plan a true team of experts.  While the coordination of the recordkeeping and TPA services provides a whole lot of efficiency and pricing advantages for you, the independence of your advisor and custodian eliminates potential conflicts of interest and ensures that your plan can access an unfiltered list of investment options.  Efficient operations with true choice - that's our Better Bundle.

Open architecture maintains transparency and independence Access the full universe of non-proprietary investment options.

BlueStar works with multiple open-architecture custodians to provide unrestricted access to the full universe of investment options, allowing plans to utilize the lowest-cost share classes.
Choices aren't limited to mutual funds and ETFs.

  • SDAs
    (Self-Directed Accounts)
    Providing access to investments beyond the core plan options.
  • CIFs
    (Collective Investment Funds)
    Enabling larger plans to access an even more cost-effective investment universe.
  • UMAs
    (Unitized Managed Accounts)
    For handling custom portfolios, company stock and other specialized investments.
  • MMDAs
    (Money Market Deposit Accounts)
    Enabling inclusion of FDIC-insured cash-equivalent investments.

Complementary services and features Our Full Range of Capabilities

Whatever your retirement plan needs, we are here to help, ensuring that all your retirement plan needs can be met under one roof.


You can trust the professionals

Bluestar's Certified Expertise

BlueStar undergoes two separate independent audits per year to document and refine BlueStar's internal procedures. A SSAE16 SOC 1 Type 2 audit is performed by a retirement plan industry specialist to confirm that our procedures are sound and are followed. BlueStar is audited by a second industry specialist in support of the ASPPA-CEFEX Service Provider Certification, the gold standard for retirement plan service provider industry certifications.

All of BlueStar's compliance professionals carry designations from ASPPA, the premier national organization for retirement plan professionals.

CEFEX Administration Services Certified since 7/16/2012        CEFEX Recordkeeping Services Certified since 7/16/2012


What it means for a recordkeeper to be CEFEX-certified

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