CRS: The Simple Choice

Today's solution for a secure tomorrow
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TRUSTED CLIENTS
0
OFFICES NATIONWIDE
50 %
RETENTION RATE
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YEARS EXPERIENCE

Superior Service

CRS recently took part in a nationwide TPA customer satisfaction survey conducted by The Gregory Group. This survey measured the satisfaction of our clients in several categories, including the responsiveness of staff, plan design options, and timeliness of reports. In every category, CRS received a score well above the national average.

CRS
All TPA’s
My TPA is a trusted business partner
72%
63%
The Staff is Professional and Polite
84%
74%
The Staff is Responsive
79%
65%
Timeliness of 5500 filings and test results
76%
62%
Timeliness of reports and Statements
72%
63%
General Satisfaction with my 401(k)
72%
63%
Value of the services my TPA Provides
72%
63%
Overall Satisfaction
72%
63%

Certifications and Accreditations

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Flexible Pricing

We offer outstanding services at competitive prices. Most plans have the option of funding administrative fees directly from the plan trust, and some larger plans can even have fees waived (when certain investment criteria are met).

Accredited Consultants

Our offices are staffed with Enrolled Retirement Plan Agent (ERPA) designees and ASPPA members. These retirement consultants participate in continuing education seminars and workshops. We do this to keep abreast of the ever-changing pension rules and regulations. Now, more than ever, it is vital to have a third party administrator with the IRS designation and a broad pension knowledge base.

Innovative Technology

CRS created a proprietary. state-of-the-art client management system that takes administration to the next level. For our clients, we are able to synthesize large amounts of data and track plan specifications, distribution activity, and more. We use secure file portals to transmit confidential data and provide our clients with convenient online access to plan reports, government filings, and plan documents.

Speak with a CRS accredited consultant

and see how we can help you reach your retirement goals.

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