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- HOME | CrossPlans
Provide plan sponsors supportive documents and notices to help plan sponsors provide participants with the tools needed to reach their retirement plan goals
- SERVICES | CrossPlans
CrossPlans administers the following plans: Defined Benefit Plans Solo Traditional Cash Balance Defined Contribution Plans 401(k) – Solo, Safe-Harbor, Auto-Enroll, Profit Sharing Multiple Employer Plans CrossPlans provides the following services: Plan Design Installation Document Services Annual Administration Compliance Testing
- ABOUT US | CrossPlans
Jack Cross Founder Jack began his retirement plan career in 1978 with Shadur, LaVine Associates, one of the largest and most respected private retirement plan companies on the West Coast
- Design | CrossPlans
Our design team will analyze these and other variables along with the plan sponsors group of employees and their goals to determine which of the following plans and what exact design works best to advance the employers desired outcome
- Meet the Team - CrossPlans
Jack Cross Founder- Senior Sales Consultant jack cross@crossplans com 714-210-4164
- Issues - CrossPlans
Which Plans Are Protected Under the Law? The new law provides clearly defined protection from creditors for the following kinds of retirement plans: Qualified retirement plans under Internal Revenue Code Section 401, this will include 401(k) plans, profit sharing plans and defined benefit plans
- CONTACT US - CrossPlans
34145 Pacific Coast Highway #672 Dana Point, CA 92629 714 210 4164 info@crossplans com
- Lea Perkins | CrossPlans
Retirement Plan Consultant lea perkins@crossplans com 714-210-4164 ext 805 Voice 714-975-9337 Direct
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