Internal Expertise for Complex Plan Design and Support
CrossPlans delivers full-service actuarial support with in-house expertise focused on Cash Balance and Defined Benefit plans. From plan illustrations and proof of concept designs to annual funding calculations and compliance filings, our actuarial team is prepared to provide precision, insights, and responsiveness that companies need to manage these sophisticated plans with confidence.
End-to-End Plan Support
We manage every phase of your Cash Balance or Defined Benefit plan in-house.
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Design & implementation
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Plan Documents
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Ongoing valuations & certifications
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Funding & compliance reviews
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Required tax filings
In-House Expertise
Our actuarial team works directly with our consulting and admin teams to deliver efficient and understandable solutions.
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No outsourcing nor handoffs
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Integrated with your overall plan strategy & existing Plan(s)
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Responsive, coordinated service
Forward-Focused Guidance
We help businesses stay compliant while maximizing wealth accumulation and tax deduction.
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Proactive plan monitoring
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Scenario modeling for future funding
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Support for plan amendments & terminations
