Who We Serve
Serving Advisors & Recordkeepers
Industry expertise and transparent communication that build lasting partnerships.
Our Commitment
A partnership built on expertise and responsiveness.
CRS is a client-focused, retirement plan design and administration firm, serving Cincinnati, Columbus, and clients nationwide for decades. Our consultants and administrators have built a reputation for creative, personalized solutions and deep expertise, working with everyone from sole proprietors to large employers. We believe clients are best served when we partner with equally talented and dedicated advisors.
Your Trusted TPA Partner
Accountants, financial advisors, and recordkeepers are valued CRS partners.
CRS has partnered with recordkeepers, accountants, financial advisors, CPAs, and attorneys for decades, and we don't take those relationships lightly. Our reputation for responsive service, creative design, and accurate administration has made us a trusted partner nationwide. We're committed to a collaborative, dedicated partnership with everyone we work with.
Our Expertise
We hold ourselves to the highest industry credentials so we stay ahead for you and your clients.
13
Qualified 401(k) Administrators
(QKA)
1
Qualified 401(k) Specialist
(QKS)
1
Cash Balance Specialist
(CBS)
2
Accredited Pension Administrators
(APA)
2
Enrolled Retirement Plan Agents
(ERPA)
1
Qualified 401(k) Consultant
(QKC)
2
Qualified Pension Administrators
(QPA)
Our Recordkeeping Partners
Top Rated Partnerships
Listed below are some of our stronger alliances. CRS does not advise its clients on financial aspects of plan administration. For more information please visit our partner’s websites.
