CRI TPA Services

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

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

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

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 Life changes—marriage, divorce, new family members—can impact your beneficiary designations, and outdated information could create complications for your loved ones.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

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

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

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

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

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

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