Creative Retirement Systems

Today's solutions for a secure tomorrow.

General Information
Company Name
Creative Retirement Systems
Founded Year
1970
Location (Offices)
Cincinnati, United States +1
Founders / Decision Makers
Number of Employees
32
Industries
Finance
Funding Stage
-
Social Media

Creative Retirement Systems - Company Profile

Creative Retirement Systems (CRS) is an Ohio based Third Party Retirement Administration Company with over 40 years of experience in the industry. The company offers a comprehensive range of retirement plan design options, including Defined Benefit, Cash Balance Plans, and 401(k) Profit Sharing. Additionally, CRS provides plan design consulting, plan document customization and maintenance, compliance testing, distribution processing, year-end tax reporting, and audit assistance. The company distinguishes itself through its highly trained staff, exceptional customer service, and innovative technology. With 12 ERPA (Enrolled Retirement Plan Agent) designees and ASPPA members at their offices in Cincinnati and New York, CRS is well-equipped to navigate the complex legislative environment. The company has also developed a Client Management System to enhance operational efficiency, which is now adopted by over 60 other TPA firms across the country. Notably, CRS's commitment to superior customer service is reflected in their participation in a nationwide TPA customer satisfaction survey. The survey, conducted by The Gregory Group in Washington, DC, attested to CRS's exceptional performance, scoring well above the national average in categories such as staff responsiveness and report timeliness. CRS's long-standing presence, combined with its dedication to innovation and customer satisfaction, positions the company as a strong player in the Finance industry.

Taxonomy: Third Party Retirement Administration, Defined Benefit Plans, Cash Balance Plans, 401(k) Profit Sharing, Plan Design Consulting, Compliance Testing, Client Management System, Enrolled Retirement Plan Agent, Customer Satisfaction Survey, Plan Document Customization, Audit Assistance

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