Services

Employee Benefits Planning & Admin



A lot of things begin with design, and employee benefit plan (EBP) administration and planning are no exception. CRI’s retirement solutions team provides comprehensive solutions from design through compliance.

Retirement plans are complex when considering the component parts—custodians, trustees, trading platforms, compliance administration, record keeping, and investments. The CRI retirement solutions team provides a one-stop shop approach for employee benefit plan (EBP) planning and administration services.

Our CRI EBP solutions team manages the design, implementation, and administration for all types of retirement plans including defined contribution type plans such as 401(k) plans and 403(b) plans as well as defined benefit plans. In addition to plan design and consulting services of these EBPs, our skilled team of retirement planning and administration professionals provides tax compliance – including Form 5500 as well as other required tax reporting. CRI’s retirement solutions team also provides record keeping and third-party administration (TPA) services to all types of retirement plans.

Whether your business is just beginning a retirement plan or have an existing plan, CRI’s integrated EBP planning and administration services provide an assessment of optimal plan design and investment choices. We provide suggestions for reducing retirement plan costs and increasing benefits by leveraging our federal regulation expertise to enhance benefits for both the employer and plan participants. Meanwhile, CRI’s retirement plan specialists independently design your plan while creating documents and an administration guide to assist the plan sponsor with IRS and Department of Labor compliance. We also provide company and participant reports, as well as regular plan review, to ensure you are taking full advantage of what the law allows.