Top-Rated Partnerships

CRS teams up with Financial Advisors and companies that offer a daily valued investment platform to offer a full-service retirement product.

Listed below are some of our stronger alliances. CRS does not advise its clients on financial aspects of plan administration. For more information please visit our partner’s websites.

American Funds
American Funds
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors. We serve individual investors, financial intermediaries and institutions around the world through a broad range of products and services.
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Ameritas
Ameritas
At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. Backed by a foundation of financial strength, we offer a competitive array of insurance, employee benefits and financial products and services.…
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Colonial Surety Company
Colonial Surety Company
According to IRS regulations, all 401K plans require an ERISA/Fidelity bond. Use this link to make sure your plans are in compliance with the law!
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Empower Retirement
Empower Retirement
EMPOWER is the premier retirement plan services brand in the nation. We’re helping retirement savers engage in their future like never before. Our goal is simple: We want to transform the retirement industry because we believe that those who are saving for retirement deserve more.
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Guardian Retirement
Guardian Retirement
The Guardian Life Insurance Company of America (Guardian), a Fortune 300 company, is one of the country’s leading mutual insurers. Over the course of our 153-year history, Guardian has earned one of the most solid reputations in the industry for our financial stability and commitment to the best interests of our clients.
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John Hancock
John Hancock
John Hancock provides leading insurance and financial services products including life insurance, 401(k) plans, and mutual funds to meet the needs of today and tomorrow.
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MassMutual
MassMutual
Founded in 1851, Massachusetts Mutual Life Insurance Company (MassMutual) is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently…
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Mutual of Omaha
Mutual of Omaha
Mutual of Omaha has been in business for more than a century, providing dependable, affordable products and services that help our customers through life’s transitions. Through a dedicated network of financial advisors and insurance agents/producers, Mutual of Omaha offers insurance and financial products to individuals, families and employers.
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Nationwide Financial
Nationwide Financial
Nationwide Financial® is part of a strong and stable company with an 80-year heritage focused on helping clients prepare to live in retirement. With our long-term approach to investing and the support of the insurance side of our business, we have successfully navigated a number of market and economic conditions.
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Ohio National Financial Services
Ohio National Financial Services
Ohio National Financial Services, Inc. is committed to helping individuals, groups and businesses meet their financial goals by providing the best value in insurance protection and wealth accumulation options.
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Paylocity
Paylocity
Paylocity is a provider of cloud-based payroll and human capital management software solutions for medium-sized organizations.
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Principal
Principal
The Principal Financial Group (The Principal®) is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies.
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Transamerica Retirement Services
Transamerica Retirement Services
With a history that dates back over 100 years, the Transamerica companies are recognized as leading providers of life insurance, savings and retirement and investment solutions, serving millions of customers throughout the United States and Canada.
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Voya Financial
Voya Financial
Voya Financial, Inc. (NYSE: VOYA) is a premier retirement, investment and insurance company serving the financial needs of approximately 13 million individual and institutional customers in the United States. Our vision is to be America’s Retirement CompanyTM, helping to guide Americans on their journey to greater retirement readiness. With a dedicated workforce of approximately 6,500…
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