Effective retirement plan management involves meticulous attention to critical deadlines, compliance testing, and regulatory changes. At CRI TPA Services, our professionals handle your annual 401(k) administration responsibilities, enabling you to focus on running your business efficiently and strategically. Stay ahead, stay compliant, and optimize your retirement plan management with confidence. Learn more: www.critpa.com/services #TPAServices #RetirementPlanning #401kCompliance #ComplianceManagement #FinancialLeadership
CRI TPA Services
金融服务
Tallahassee,Florida 209 位关注者
CRI TPA Services provides third-party administrative services for employer-sponsored retirement plans.
关于我们
CRI TPA Services provides third-party administrative services for employer-sponsored retirement plans, with a primary focus on 401(k) Plans, 403(b) Plans, and Defined Benefit Plans. Additionally, we provide these services for non-qualified 457(b) Plans, SIMPLE 401(k)s, SIMPLE IRAs, and SEP IRAs, as well as consulting services to clients on retirement plan best practices, plan design and implementation, and plan corrections. Our ultimate focus on compliance and reducing the worry and stress of operating a retirement plan results in a customized, properly administered plan that best fits your organization's goals. CRI TPA Services, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.
- 网站
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https://www.critpa.com
CRI TPA Services的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Tallahassee,Florida
- 类型
- 私人持股
- 领域
- Retirement Plan Design、Annual Compliance, Administration & Tax Services、Loan & Distribution Transactions、Loan Administration、401(k) Plans、Profit Sharing Plans、IRS Compliance、Financial Reporting、Form 5550、Safe Harbor Notices、Retirement Planning、Retirement Administration Services、Defined Benefit Plans、Creative Plan Design、Payroll、Tax Filings、Plan Document Consulting、 Plan Administration and Compliance、Financial Services和Retirement Plan Sponsors
地点
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主要
2633 Centennial Blvd
US,Florida,Tallahassee,32308
CRI TPA Services员工
动态
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As cyber threats become more sophisticated, protecting sensitive financial and personal data is more critical than ever. Your third-party administrator should have industry-leading cybersecurity measures in place to safeguard your business and employee data. At CRI TPA Services, we implement secure processes and best practices to help protect your organization from cyber risks. With a focus on data security, compliance, and operational efficiency, our solutions allow you to focus on growing your business with confidence. To learn more about third-party administration services and how your data is kept secure, contact a CRI TPA Services advisor today. https://lnkd.in/gVyH4SPm #CRITPA #Cybersecurity #Data #Financial #FinancialData #Administration #TPAServices
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Since its inception, Carr, Riggs & Ingram (CRI) has been dedicated to growing in tandem with our clients' expanding requirements. Our expansion isn't just about size; it's about the scope and quality of our services. We have integrated a broad range of specialized divisions, including Auditwerx, CRI Advanced Analytics, CRI M&A Advisors, CRI Simple Numbers, CRI TPA Services, Level Four Group, Paywerx?, The Preferred Legacy National Trust Bank, and ProSport Accountants.? ? This holistic, client-centric approach enables us to deliver all-encompassing, forward-thinking solutions, whether you’re seeking business consulting, wealth management, or specialized tax advice. Experience how our unified expertise can help you achieve your goals by visiting CRIFamily.com. #CRIadv #StrategicGrowth #WealthManagement #Advisor #ProfessionalServices #InvestmentStrategy #FinancialServices #BusinessGrowth #FinancialConsulting #FinancialGrowth #MergersAndAcquisitions #PayrollSolutions
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This Valentine’s Day, show your love by ensuring your retirement accounts are in order. Life changes—marriage, divorce, new family members—can impact your beneficiary designations, and outdated information could create complications for your loved ones. A quick review today can make all the difference. Learn the four simple steps to update your beneficiary elections and secure your financial legacy. Read more: https://lnkd.in/gxpWfjit #CRITPA #Retirement #RetirementPlanning #Financial #FinancialPlanning
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The SECURE 2.0 Act mandates that certain 401(k) plans implement automatic enrollment provisions. This initiative aims to simplify retirement savings by enrolling employees automatically, thereby increasing participation rates. Notably, exceptions to this requirement include plans adopted before December 29, 2022, businesses operating for less than three years, and those with 10 or fewer employees. To help you understand and implement these changes, we've prepared a comprehensive guide detailing the new automatic enrollment requirements and best practices for compliance. You can access the guide here:https://lnkd.in/g_BDATUD We also created a concise video overview to explain these updates further. https://lnkd.in/gJ4XxyyA #CRITPA #RetirementPlanning #AutomaticEnrollment #401kPlans #EmployeeBenefits #FinancialPlanning #RetirementSavings
Automatic Enrollment: Getting Started
https://www.youtube.com/
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The SECURE 2.0 Act is now in effect, introducing higher catch-up contribution limits of $11,250 for individuals aged 60-63. This change offers a unique opportunity to enhance retirement savings, but employers must act now to ensure compliance. Key steps include identifying eligible participants, updating payroll systems, and notifying employees about these new limits. While plan amendments aren’t due until December 31, 2026, this feature is available starting January 2025. Watch our video for a detailed overview: https://lnkd.in/gJ3Cvy3b Have questions? Contact us via email [email protected] to learn more. #CRITPA #CRITPAServices #RetirementSavings #RetirementPlanning #Retirement #FinancialPlannning #EmployeeBenefits
Catch-Up Contribution Changes
https://www.youtube.com/
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Ensure your organization's retirement plan is compliant and tailored to your unique needs with CRI TPA Services. Our experienced team specializes in designing and administering a variety of employer-sponsored retirement plans, including 401(k), 403(b), and Defined Benefit Plans. Partner with us to provide your employees with a secure financial future. Learn more about our customized solutions by visiting critpa.com/services #CRITPAServices #TPAServices #RetirementPlan #RetirementPlanning #EmployeeBenefits #401k #RetirementSolutions #FinancialPlanning
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Get ready for 2025 401(k) enrollments starting January 1. A key change this year is the Long-Term Part-Time Employee (LTPTE) eligibility rules, which require employers to include part-time employees working 500-999 hours annually for the past two years. Do you have questions about how these updates may impact your plan? Contact us for more information and guidance at [email protected] or visit https://lnkd.in/dEqfVFPV #CRITPAServices #401k #RetirementPlanning #RetirementPlan
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The IRS recently announced the 2025 cost-of-living adjustments for retirement and pension plans, including employer-sponsored plans and IRA-type accounts. At CRI TPA Services, we are committed to keeping you updated on changes that may impact your retirement planning. For more details, visit https://lnkd.in/g32XdpYb If you have any questions about how these updates might affect you, please contact us at [email protected]. #CRITPA #CRITPAServices #RetirementPlanning #PensionPlans #RetirementLimits #TaxPlanning #FinancialPlanning #EmployeeBenefits #CorporateFinance
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National Retirement Security Week is the perfect time to evaluate your retirement savings plan. At CRI TPA Services, we specialize in simplifying the management of employer-sponsored retirement plans, such as 401(k)s, 403(b)s, and Defined Benefit Plans. Our team provides tailored solutions to ensure your plan fits your organization's goals while staying compliant with regulations. Whether you're just starting to save or refining your plan, we’re here to help guide you toward a more secure retirement. #CRITPA #CRITPAServices #NationalRetirementSecurityWeek #RetirementPlanning #401k #RetirementPlan #TPAServices
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