CrossPlans | TPA, Retirement Plan Administration, ERISA Consulting ...
...This national alliance of independent, privately held TPA firms is dedicated to elevating retirement plan consulting through collaboration, innovation, and shared expertise....
https://www.crossplans.com/
About Us | CrossPlans-2025
...Working with CrossPlans means having access to sophisticated retirement plan solutions delivered by a local, relationship-driven team that prioritizes service, compliance, and delivering easy to understand results....
https://www.crossplans.com/about-us
Jordan Cross | CrossPlans
...CrossPlans Actuarial, Inc., launched in the summer of 2024, is an actuarial consulting firm working behind the scenes to support 5 West Coast TPA Firms on 500+ Plans with their actuarial needs....
https://www.crossplans.com/cp-team/jordan-cross
Services | CrossPlans
...Explore CrossPlans services including plan design, administration, implementation, ERISA consulting, and actuarial services tailored to your business needs....
https://www.crossplans.com/services
Proposal Request - CrossPlans
...CrossPlans builds, services, and supports Qualified Retirement Plans that grow with your business. Complete the form to get a tailored proposal from our experienced team....
https://www.crossplans.com/proposal-request
What Your TPA Wants You to Know About SECURE 2.0 - CrossPlans
...As your trusted TPA, we want to make sure that you're aware of all this legislation can do, from expanding catch-up contribution allowances and tax credits specifically designed for startups; right through to mandating automatic enrollment into new plans....
https://www.crossplans.com/post/what-you-tpa-wants-you-to-know-about-secure-2-0
Plan Sponsor Resources | CrossPlans
...The SECURE Act 2.0 has arrived with an array of 92 newly implemented provisions! As your trusted TPA, we want to make sure that you're... Jordan Cross Jan 2, 20231 min read 2023 Contribution Limits...
https://www.crossplans.com/plan-sponsor-resources/page/6
The Cerrado Standard
...As a founding member of the independently owned National TPA Consortium, the Cerrado Group, CrossPlans believes safeguarding your information is our top priority. Our members are fully committed to protecting the interests of our Plan Sponsors and Service Partners....
https://www.crossplans.com/post/the-cerrado-standard
Administration | CrossPlans
...Our team handles every detail of your Plan administration so you can stay focused on your business. From data collection and compliance testing to government filings and employee communication, the CrossPlans team simplifies the complex and helps keep your Plan on track year-round....
https://www.crossplans.com/administration
Erna Cox | CrossPlans
...She also worked at Union Bank of California, Retirement Services Conversions Team where she was part of the onboarding process for 401 (k) plans and then eventually moved into the TPA business as a Pension Administrator. Erna began her career with CrossPlans in September of 2015....
https://www.crossplans.com/cp-team/erna-cox