Background & Experience
Born and raised in Orange County, California, Jordan graduated from the University of California, San Diego with a double major in Political Theory and Sociology. After working for a professional baseball agency assisting the firm with client acquisition and number crunching for salary arbitration and contract negotiations for 5 years, Jordan decided to join his father at CrossPlans in January of 2009 when the firm was just 2 years old as Employee #2.
CrossPlans is a second-generation, family owned actuarial and ERISA Consulting Firm working with over 800 qualified retirement plans. CrossPlans Actuarial, Inc., launched in the summer of 2024, is an actuarial consulting firm working behind the scenes to support 5 West Coast TPA Firms on 500+ Plans with their actuarial needs.
CrossPlans and CrossPlans Actuarial, Inc. are dedicated to designing and administering sophisticated qualified retirement plans focused on wealth accumulation, tax deduction & employee retention. Collectively, the Firms obsess on solving problems and keeping things simple by communicating clearly, effectively and timely with our Plan Sponsors and Centers of Influence.
Jordan and his wife, Kaitlin, live in Dana Point, California with their sons Jack and Finn. The Cross family enjoy surfing, youth sports, traveling and camping.