CRS: The Simple Choice

Today's solution for a secure tomorrow

Creative Retirement Systems offers a full range of ongoing administrative and recordkeeping services to help businesses, entrepreneurs, and financial advisers succeed with their retirement plan strategy.

Plan Administration

Plan Administration

At CRS, we perform a full range of ongoing administrative and recordkeeping services including daily valuation of accounts, plan year end valuations, compliance testing, and government reporting. Our consultants are highly trained, knowledgeable, and stay abreast of all laws and regulations.

Document Services

Document Services

One size does not fit all when it comes to the design of a retirement plan. Our use of Prototype and Volume Submitter Documents allow our plan design consultants to customize a retirement plan tailored to you and your company’s objectives.

Plan Design

Plan Design

Our plan consulting team can offer you a variety of options for your plan design, whether you are starting up a new plan or updating your existing one. Plans are designed on an individual basis with the company’s goals in mind.

Employee Education

Employee Education

If your employees do not understand the need for a retirement plan or feel the need for additional information before contributing to your plan, we can conduct employee education seminars to boost employee participation and address their questions and concerns.

Audit Assistance

Audit Assistance

If you are ever selected for an audit by the IRS or DOL, we can assist you during this usually complicated and always stressful experience. We have the experience and expertise to guide you through the audit process.

IRS & DOL Correction Programs

IRS & DOL Correction Programs

CRS can assist you in using the EPCRS or the VFCP programs for a fee. We can help in the correction by fixing the problem as well as submitting your plan under either of the programs depending on the correction required.

Secure-Retirement-Planning

Cash Balance Plan

For owners who want to optimize their retirement plan strategy, one possible solution is to establish a cash balance plan alongside their existing 401(k) plan. A cash balance plan is a defined benefit (DB) plan with features that resemble a DC plan.

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