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CrossPlans' Services 

Plan Design

Custom built plans that align with wealth accumulation, tax deduction and employee retention goals.

Administration

We manage your Plan filings, Non-Discrimination testing, and all elements of plan compliance so you can focus on your business.

Implementation

Seamless plan setup, paperwork, and onboarding with minimal disruption whether it is a start up plan or the takeover of an existing plan.

ERISA Consulting

Ongoing expert guidance to navigate challenges and regulatory updates.

Actuarial Services

Accurate calculations and certifications for all Cash Balance  Defined Benefit plan needs.

Pier

Sophisticated Plans. Straightforward Execution.

CrossPlans administers the following plans:
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  • Defined Benefit Plans

    • Solo / Traditional / Cash Balance

  • Defined Contribution Plans

    • 401(k) – Solo, Profit Sharing Only & Large Plans Subject to audit 

  • Multiple Employer Plans

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CrossPlans provides the following services:
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  • Plan Design / Installation / Document Services

  • Annual Administration

  • Compliance Testing

  • Advanced Compliance Issues / Consultation

  • IRS Reporting

  • Distribution Processing

  • Plan Corrections

  • Plan Mergers

  • Plan Terminations

Ready for a Smarter Retirement Plan?

We build, service, and support Qualified Retirement Plans that evolve with your business. Click to complete the digital form below and get a tailored proposal from our experienced team.

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