Retirement Services

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.

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.

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.

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.

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.

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.