Simplified Plan Implementation
Whether you are transitioning from a SIMPLE or State Sponsored Plan, CrossPlans knows how to work with you, your team and centers of influence to launch the right plan for your business. Our onboarding and implementation team guides advisors, employers and plan sponsors through the necessary steps to successfully establish and implement their Qualified Retirement Plan.
Your Dedicated Team
Our sales and implementation team partners directly with you to finalize plan design and assign responsibilities. We collaborate closely with all key contacts to ensure clarity and accountability from day one.
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A Coordinated Process
We coordinate with your internal contact, investment advisor, and recordkeeper to keep every step on track. Tasks are clearly outlined and timelines are established to support a smooth setup.
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Simple and Efficient
At CrossPlans, we make plan implementation simple, straightforward, and efficient. Our hands-on support ensures your retirement plan is built on a strong and accurate foundation from payroll functionality to entry and eligibility tracking.
Implementing Solutions not just Selling Plans
Once CrossPlans has worked with you to prove concept on a new plan or consulted with you to redesign your existing Plan with the most creative, flexible and malleable Plan provisions available to meet your goals and objectives, our implementation and onboarding team will:
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Design & Documents
Complete Plan Design and Plan Provision Mapping, provide all participant-facing documents, and build the client-facing portal.​
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Launch Support
Support the Financial Advisor in launching or converting the Plan. Assist with onboarding and Recordkeeper implementation process and calls.
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Payroll Integration
Coordinate and support payroll integration when compatible, enhancing efficiency for contributions and data transfers.
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Transition Plan
Transition the Plan to an internal Retirement Plan Consultant aligned with the client’s goals, expectations, and communication style.
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Initial Contributions
Assist with initial payroll and contribution submissions to support timely processing and alignment with Recordkeeper guidelines.
