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CrossPlans
Actuarial
Providing TPA’s Back Office and Actuarial Support
Full Service, Back-Office Actuarial Team
Launched in July 2024, CrossPlans Actuarial is a full service, back-office actuarial team dedicated to supporting independently owned TPA’s with their Defined Benefit Plan book of business.
CrossPlans Actuarial works with your firm to expand your service offering to existing or new clients by providing Defined Benefit and Cash Balance Plan Designs that fit your clients needs and flow with your administrative process.
CrossPlans Actuarial will work with your team on illustrations, document consulting and full annual valuations with signature ready Schedule SB’s in a timely fashion.
Curious if CrossPlans Actuarial is right for your TPA firm?
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