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Resources & Blog
Quarterly Newsletters
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Long-Term, Part-Time Overview for 2024
For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because...

Jordan Cross
Jun 15, 2023


Understanding the New Large Plan Audit Rules
When your company’s 401(k) plan reaches 100 account balances, it triggers an annual 3rd party audit and large plan filing requirements,...

Jordan Cross
May 8, 2023


The Cerrado Standard
As a founding member of the independently owned National TPA Consortium, the Cerrado Group, CrossPlans believes safeguarding your...

Jordan Cross
Apr 26, 2023


Understanding Forfeiture Accounts and Missing Participants
If you’ve had former employees who left before their retirement plan account was fully vested, there may be unvested money in your Plan....

Jordan Cross
Mar 10, 2023


What Employers Need to Know About SECURE Act 2.0
With over 92 different retirement plan provisions, it’s a lot to unpack – but we did it! This new legislation has the potential to help...

Jordan Cross
Feb 13, 2023


Plan Design Matrix
We often hear from business owners that they didn’t realize how many different retirement plans were available. Then once their financial...

Jordan Cross
Feb 2, 2023


What Your TPA Wants You to Know About SECURE 2.0
The SECURE Act 2.0 has arrived with an array of 92 newly implemented provisions! As your trusted TPA, we want to make sure that you're...

Jordan Cross
Jan 23, 2023


2023 Contribution Limits
The new Retirement Plan Contribution Limits are official! The following limits are going up for 2023: Maximum contributions for 401(k),...

Jordan Cross
Jan 2, 2023
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