We Take Pride in Our Numbers
Services
We design and administer sophisticated Qualified Retirement Plans.
Our focus is on wealth accumulation, tax deduction, and long-term growth. CrossPlans' services are delivered with clarity, hands-on service, and a solutions-first mindset that evolves with your business and planning needs.
-
Consultative, relationship-driven approach
-
Custom strategies that adapt as your business and needs evolve
-
Deep expertise in tax-advantaged plan design
-
Clear communication without the jargon
-
Proactive problem-solving, not cookie-cutter
For our clients we strive to:
#1
Provide business
owners and plan sponsors with clear, effective, creatively designed retirement plan strategies.
#2
Assist plan sponsors and plan participants in achieving wealth accumulation and tax deductions within the structure of their retirement plan design.
#3
Provide plan sponsors supportive documents and notices to help plan sponsors provide
participants with the tools needed to reach their retirement plan goals.
#4
Assist our clients in understanding and managing the responsibilities and benefits of a Qualified Retirement Plan.
Our Vision
At CrossPlans, we’re proudly technology forward, leading with people-backed solutions focused on delivering efficient solutions. As a fiercely independent, 2nd generation family-owned firm, our focus is where it belongs: on you, your plan, and your participants.
We answer to clients, our employees and our centers of influence, and we believe that promises kept and high-quality service build lasting partnerships.
CrossPlans Team
Our people make the difference. We hire top consultants and retirement plan professionals who meet high standards in both technical expertise and communication while utilizing the best technology available. CrossPlans requires industry credentials, continuing education, and alignment with our core values.
Choosing CrossPlans means working with a boutique firm that prioritizes relationships, clear communication, and sophisticated retirement plan solutions.
The Cerrado Group
CrossPlans is honored to be a founding member of The Cerrado Group. This national alliance of independent, privately held TPA firms is dedicated to elevating retirement plan consulting through collaboration, innovation, and shared expertise.
-
Industry Leadership: 16 firms serving 23,000+ plans and 850,000 participants.
-
Commitment to Excellence: Collaborating on best practices and tech innovation.
-
Charitable Initiatives: Supports conservation with donations to global causes.
Resources
