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Creative Retirement Systems

Financial Services

Specialities :

Customized plan design and consulting

New comparability/cross-tested profit sharing

Cash balance and defined benefit plans

And customer satisfaction

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Revenue

11M - 100M

Total Funding

--

Size

11 - 50

About Us

Creative Retirement Systems (CRS) is an Ohio based Third Party Retirement Administration Company proudly serving our customers from all over the country for more than 40 years. We offer our clients a full range of plan design options from Defined Benefit and Cash Balance Plans to 401(k) Profit Sharing. Our service includes plan design consulting and illustrations, plan document customization and maintenance, ongoing compliance testing, distribution processing, year-end tax reporting, and audit assistance. At CRS we believe our highly trained staff, superior customer service, and innovative technology sets us apart from the competition. *Our offices in Cincinnati and New York are currently staffed with 12 ERPA (Enrolled Retirement Plan Agent) designees and ASPPA members to help you navigate an ever-changing legislative environment. *CRS has developed a Client Management System that allows our Plan Consultants to be highly efficient by tracking work flow, plan specifications, ...

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Contact Information

Cincinnati , Ohio , United States

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Creative Retirement Systems Org Chart

No data available

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Employees

Total Employees:
19

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others21

Employees Working At Creative Retirement Systems

Warren Simon

CoOwner

Anahita Rao

Distributions Manager

Kaezad Setna

President

Kimberly Walls

Retirement Plan Consultant

Shyann Malley

Retirement Plan Consultant

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Creative Retirement Systems Email Formats

No data available

Frequently Asked Questions About Creative Retirement Systems

What does Creative retirement systems do?+

Creative Retirement Systems (CRS) is an Ohio based Third Party Retirement Administration Company proudly serving our customers from all over the country for more than 40 years. We offer our clients a full range of plan design options from Defined Benefit and Cash Balance Plans to 401(k) Profit Sharing. Our service includes plan design consulting and illustrations, plan document customization and maintenance, ongoing compliance testing, distribution processing, year-end tax reporting, and audit assistance. At CRS we believe our highly trained staff, superior customer service, and innovative technology sets us apart from the competition. *Our offices in Cincinnati and New York...

What are Creative retirement systems's specialties? +

Customized plan design and consulting,new comparability/cross-tested profit sharing,cash balance and defined benefit plans,and customer satisfaction

What is Creative retirement systems's industry? +

Creative retirement systems operates in the Financial services industry.

What is Creative retirement systems's revenue? +

Creative retirement systems's revenue is 11m - 100m

What is Creative retirement systems's company size? +

Creative retirement systems has 11 - 50 employees.

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