BLUESTAR RETIREMENT SERVICES, INC.
PONTE VEDRA BEACH, FLORIDA

BLUESTAR RETIREMENT SERVICES, INC., PONTE VEDRA BEACH

The bottom line is it comes down to choice. To flexibility. To possibilities. Our mission at BlueStar has always been to offer a true open architecture platform that enables access to the broadest possible universe of investment options. Simply put, who wouldn’t want the option of choosing from the industry’s finest investments for their retirement savings plan? This approach frees us from limitations suffered by other plan providers who restrict your choice. Our platform allows your plan to be yours. Because we are not an investment manager, fund family, or insurance company, we have no proprietary funds. No conflicts of interest. Just endless choices of thousands of mutual funds, ETFs, CIFs, UMAs, etc. There are no handcuffs on plans or their advisors to choose the investments they want. Advisors get to do their job the way they’ve always wanted to. We are not the big guys -- and we’re proud of it. At BlueStar, we try a little harder. We pick up the phone when you call. We know your name. We’ve got the full service package you need ready to go. But if you need something special, just let us know. If your current provider can’t handle the intricacies of your situation, come to us. Because we can – and we will. You’ve got a business to run. So let our Integrated Recordkeeping & Plan Administration services handle all of your plan’s administrative duties. We watch your retirement savings plan with diligence and vigor – so that you can do the same for your company. We take care of business. We verify contribution rates, eligibility, and employer contributions with each and every payroll so you don’t have to. If that isn’t enough, we also provide fulfillment services and multimedia education services for your participants. When it comes to your plan’s fiduciary needs, we flat out watch your back. Our services are engineered and executed with your Plan’s fiduciary concerns in mind. We help plan fiduciaries minimize exposure. BlueStar is a team of experts. We hold the highest performance standard certification in our industry: The American Society of Pension Professionals & Actuaries (ASPPA) Certification for Service Provider Excellence. This Certification was developed to recognize recordkeeping and administration services firms that adhere to a standard of excellence and a dedication to industry best practices. With a sense of satisfaction and outright pride, we’ve distinguished ourselves in the marketplace with this certification. But at BlueStar, we REALLY know MEPs. And we know better than to treat them the same. We understand first hand that no day is simply “business as usual.” And that’s why we’ve built a special service model to handle them. It makes things clean and easy – for all parties involved.

KEY FACTS ABOUT BLUESTAR RETIREMENT SERVICES, INC.

Company name
BLUESTAR RETIREMENT SERVICES, INC.
Status
Inactive
Filed Number
S86626
FEI Number
593092339
Date of Incorporation
October 10, 1991
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://bluestarretirementservices.com
Phones
(800) 878-5220
(800) 260-4066

BLUESTAR RETIREMENT SERVICES, INC. NEAR ME

Principal Address
822 A1A N., STE 211,
PONTE VEDRA BEACH,
FL,
32082,
US
Mailing Address
P. O. BOX 2349,
PONTE VEDRA BEACH,
FL,
32004-2349,
US

See Also

Officers and Directors

The BLUESTAR RETIREMENT SERVICES, INC. managed by the three persons from PONTE VEDRA BCH on following positions: DP, DVP

Timothy G Werner

Position
DP Active
From
PONTE VEDRA BCH, 32082

Patricia F Swain

Position
DVP Active
From
PONTE VEDRA BCH, 32082

John R Swain

Position
DVP Active
From
PONTE VEDRA BCH, 32082





Registered Agent is Tim Werner

From
PONTE VEDRA BCH, 32082

Events

October 1, 2021
CONVERSION
March 1, 2013
NAME CHANGE AMENDMENT
July 26, 2012
AMENDMENT
July 28, 2009
AMENDMENT
September 12, 2005
NAME CHANGE AMENDMENT

Annual Reports

2021
January 27, 2021
2020
January 15, 2020