RETIREMENT PLAN ADMINISTRATION

Accurate & Effective

We design plans that specialize in:​​

WEALTH ACCUMULATION
TAX DEDUCTION
EMPLOYEE BENEFITS

Meet CrossPlans 

We recognize and solve problems that business owners didn’t realize they had!

For our clients we strive to:

#1

Provide business
owners and plan sponsors with clear, effective, competitively priced retirement plan strategies.

#2

#3

Provide plan sponsors supportive documents and notices to help plan sponsors provide
participants
 with the tools needed to reach their retirement plan goals.
Assist our clients in understanding and managing the responsibilities and benefits of a qualified retirement plan.

#4

Assist plan sponsors and plan participants in formulating and pursuing wealth accumulation within the structure of their retirement plan design.

PROVIDING CUSTOM & DETAILED

Plan Design Ideas

to Enhance Employer &

Employees Retirement Outcomes

ASSOCIATIONS
“At CrossPlans we provide our clients with the latest retirement plan ideas and technologies in order to develop effective and empowering strategies. We are committed to staying contemporary with the always evolving retirement plan climate and to bring that knowledge to our client's service.”
 
JACK CROSS & JORDAN CROSS

23041 Avenida de la Carlota, Suite 300

Laguna Hills, CA 92653

714.210.4164 

949.387.0611 Fax

info@crossplans.com

CAREERS

PRIVACY POLICY