Jack Cross

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 led 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 by putting people and simplifying problems over everything. After 14 amazing years, Jack retired as President and transitioned into a Sales Consultant role until his passing in March 2023.

Jack was the kindest, most patient and thoughtful husband, father and grandfather. Roles he prioritized above all else during his prestigious career. Never afraid to miss a meeting, a sales opportunity or rewards trip to spend an extra moment with his family, Jack’s legacy as a creative, caring and trustworthy businessman was only surpassed by his lifelong commitment to his family.

Today, Jack’s legacy is engrained in the fabric of the company and honored every year with the Founder’s Award for Excellence given out to members of the team who exemplify his commitment to quality, hard work and prioritizing clients.