Our Services

We are committed to delivering sophisticated Qualified Retirement Plan Designs focused on wealth accumulation and tax savings to clients in an easy to understand and easy to administer fashion.

We pride ourselves on our consultative approach and on solving practical problems while providing lasting solutions that will grow and change with the needs of the business.

CrossPlans administers the following plans:


  • Defined Benefit Plans

  • Solo / Traditional / Cash Balance

  • Defined Contribution Plans

  • 401(k) – Solo, Safe-Harbor, Auto-Enroll, Profit Sharing

  • Multiple Employer Plans

CrossPlans provides the following services:


  • Plan Design / Installation / Document Services

  • Annual Administration

  • Compliance Testing

  • Advanced Compliance Issues / Consultation

  • IRS Reporting

  • Distribution Processing

  • Plan Corrections

  • Plan Mergers

  • Plan Terminations

Contact us to learn more

23041 Avenida de la Carlota, Suite 300

Laguna Hills, CA 92653


949.387.0611 Fax