CRI TPA Services

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

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

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

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

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

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

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

National 401(k) Day serves as a reminder of the importance of preparing for a secure financial future. At CRI TPA Services, we are dedicated to providing comprehensive third-party administrative services for employer-sponsored retirement plans, focusing on 401(k) plans, 403(b) plans, and Defined Benefit Plans. Our commitment to compliance and best practices ensures that your retirement plan is expertly managed and aligned with your organization’s objectives. As we mark this occasion, we encourage both employers and employees to take a moment to consider the benefits of a well-structured retirement plan. Whether you want to enhance your current plan or seek guidance on best practices, CRI TPA Services is here to assist you in every aspect of retirement plan administration. https://www.critpa.com/ #CRITPA #401k #National401kDay #RetirementPlanning #Retirement #FinancialPlanning