CrossPlans Team

 

CrossPlans is a family owned Third Party Administration Firm. We are organized around the belief that if we keep our promises and deliver on expectations while providing high-quality work, business owners and Retirement Plan Sponsors will find it enjoyable and rewarding to work with our Firm.

 

Our people at CrossPlans make the difference. We employ the best pension professionals we can find and hold them to the highest standards in communication and technical skills. CrossPlans requires industry accreditation and annual continuing education. In addition to technical skills, our people are selected to align with CrossPlans core values. We expect our team to care about our clients, communicate clearly, respond timely and be committed to doing excellent work relationships.

 

Ultimately, choosing to team up with CrossPlans as your TPA provides clients with the most sophisticated retirement plan solutions available serviced by a local, boutique shop that prides itself on communication and compliance.

Jack Cross

President

 

Jack began his retirement plan career in 1978 with Shadur, LaVine & Associates, one of the largest and most respected private retirement plan companies on the West Coast. His experience in administration, design, actuarial compliance and management lead to his assuming management responsibility for Integrated Financial in Orange County in 1985 and subsequently managing both the Orange and San Diego County operations.

In 1988 Jack became a Senior Vice President of IDS/American Express and managed the pension
operation for IDS in Southern California. In 1990, with the sale of the IDS/American Express operation, Jack moved to Frailey & Associates, Inc., a small, well known regional firm and assumed responsibility for consulting and marketing. In 1999 Jack joined ACI, a larger boutique firm in Southern California and in 2000 became a partner.

Jack formed his own firm in 2006 in order to bring a fresh approach to building dynamic retirement plan strategies that provide evolving and economical results for clients.

Jack and the firm are members of The American Society of Pension Professionals and Actuaries, The
National Institute of Pension Administrators, and the Western Pension & Benefits Council. Jack sat for many years on the Board of the Pediatric Cancer Research Foundation where he was National President and chaired the Planned Giving and Audit Committees as well as was a member of the Compensation and Benefits committee. He has been a featured speaker for many businesses and groups including the California CPA Educational Society and the Family Business Forum sponsored by the USC Marshall School of Business.
 
Professional and Community Affiliations:

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  • Member of The American Society of Pension Professionals & Actuaries

  • Member of the Western Pension & Benefits Council

  • Member, National Institute of Pension Administrators

 

Jordan Cross

Vice President & Principal

 

 

Jordan was born and raised in Orange County, California. He graduated from the University of California, San Diego with a double major in Political Theory and Sociology. In January 2009, after working for a professional baseball agency assisting the firm with client acquisition and number crunching contract negotiations, Jordan decided to join Jack A. Cross & Associates, Inc. when the firm was just over 2 years old.

 

Starting with loans, distributions and trust accounting, Jordan has moved through all administrative layers of the organization and is now an equity partner in the firm. In addition to day-to-day duties, Jordan spearheads CrossPlans business development,  sales, marketing and focuses on growth and retention of the firm’s clients and centers of influence.

 

Jordan and his wife, Kaitlin, live in Dana Point, California with their son Jack and enjoy surfing, traveling and camping.

Committees and Memberships​​​​

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  • ASPPA BMOC Planning Committee 2016

  • ASPPA BMOC Planning Committee 2017

  • ASPPA TPA Business Development Chair 2018

Contact us to learn more

23041 Avenida de la Carlota, Suite 300

Laguna Hills, CA 92653

714.210.4164 

949.387.0611 Fax

info@crossplans.com

CAREERS

PRIVACY POLICY