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
CRI TPA Services
金融服务
Tallahassee，Florida 196 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
获取路线
2633 Centennial Blvd
US，Florida，Tallahassee，32308
CRI TPA Services员工
动态
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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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As a business owner, you have a lot on your plate, and retirement plans can often take a back seat. This Financial Planning Month, CRI TPA Services reminds you that now is the perfect time to evaluate your company's company's strategy. A well-designed retirement plan can provide significant tax advantages, attract top talent, and secure your employee's goal to customize a plan that fits your unique business needs without burdening you with complex administrative tasks. Let’s make Financial Planning Month an opportunity to ensure your company is on the path to long-term financial stability and growth. Learn more about how CRI TPA Services can help your business succeed: https://lnkd.in/ge5gpFaK #CRITPAServices #FinancialPlanningMonth #FinancialPlanning #Business #Retirement #RetirementPlan #RetirementPlanning
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We provide third-party administration for employer-sponsored retirement plans, such as 401(k)s, 403(b)s, and Defined Benefit Plans. Our team is committed to developing customized solutions that align with your organization’s needs, ensuring compliance, and streamlining plan management. Get to know the professionals behind our services at https://lnkd.in/dEqfVFPV #CRITPA #CRITPAServices #RetirementPlans #RetirementPlanning #Retirement
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After a year of due diligence and hard work with our partners we look forward to helping clients with a great new option. Group Plan Systems, LLC EPIC Retirement Plan Services CRI TPA Services
We are excited to announce that our New Pooled Employer Plan is now live! This is a great team-up for us with CRI TPA Services as the third-party administrator, Group Plan Systems, LLC serving as the provider, and EPIC Retirement Plan Services as the recordkeeper. This plan will allow Level Four to provide more services for businesses looking to review and update their current retirement and 401k plans. To learn more check out: LevelFourGroup.com/PEP #levelfourfinancial #financialservices #401k #retirementplanning #PooledEmployerPlan #critpaservices
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Honored to partner with Level Four Financial, CRI TPA Services, and EPIC Retirement Plan Services on this PEP! #fiduciary #pooledemployerplan #PEP
We are excited to announce that our New Pooled Employer Plan is now live! This is a great team-up for us with CRI TPA Services as the third-party administrator, Group Plan Systems, LLC serving as the provider, and EPIC Retirement Plan Services as the recordkeeper. This plan will allow Level Four to provide more services for businesses looking to review and update their current retirement and 401k plans. To learn more check out: LevelFourGroup.com/PEP #levelfourfinancial #financialservices #401k #retirementplanning #PooledEmployerPlan #critpaservices
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We are excited to announce that our New Pooled Employer Plan is now live! This is a great team-up for us with CRI TPA Services as the third-party administrator, Group Plan Systems, LLC serving as the provider, and EPIC Retirement Plan Services as the recordkeeper. This plan will allow Level Four to provide more services for businesses looking to review and update their current retirement and 401k plans. To learn more check out: LevelFourGroup.com/PEP #levelfourfinancial #financialservices #401k #retirementplanning #PooledEmployerPlan #critpaservices
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As a small business owner or self-employed individual, setting up a Solo 401(k) can be a powerful way to grow your retirement savings while enjoying tax benefits. But without the right support, managing the complexities of the plan can be overwhelming. That’s where CRI TPA Services steps in. We offer tailored plan design, expert document preparation, and ongoing support to keep your Solo 401(k) compliant and on track with your financial goals. From annual recordkeeping to contribution calculations and Form 5500 filing, we’ve got you covered. Ensure your financial future is in good hands with CRI TPA Services. Learn more at www.critpa.com/services. #CRITPA #CRITPAServices #TPAServices #Compliance #FinancialGoals #Recordkeeping #Financial #401k
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Happy #401k day. If you haven't looked at yours recently take a few minutes and make sure: You are saving enough to retire comfortably. You are getting all of the employer match available. Your investments are appropriate for your situation. And if you're not participating in your employer's plan today is a great day to start! Level Four Advisory Services, Carr, Riggs & Ingram, CRI TPA Services