Our Story
Experienced. Objective. Trusted.
It’s the approach that has made us one of the region’s most trusted retirement plan administrators, in business since 1970.
Our Vision
To be the industry leader in consulting, administration, and recordkeeping that clients, brokers, and advisors can count on.
Our consultants hold designations including ASPPA, NIPA & ERPA, giving us the depth to handle complex and challenging plan designs. Learn more about our Certifications.
13
Qualified 401(k) Administrators (QKA)
2
Enrolled Retirement Plan Agents (ERPA)
1,900+
Retirement Plans Administered
Our Retirement Services
Thoughtful design delivered through the right expertise and service.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies
Cross-Tested Plans
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Traditional Defined Benefit plans
Cash Balance plans
DB/DC Combo plans to maximize tax deferred savings
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Employer-funded retirement plans where contributions are discretionary
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Retirement savings plans designed for non-profit, educational, and healthcare organizations
Our Mission
To be the most experienced, creative, and trusted retirement plan partner for the clients we serve.
To learn more about our experience, our plan designs, and how we can help you reach your goals, visit Our Services.
Our Values
How We Serve You:
• Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
• Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
• Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
• Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
• Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
• Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our Story
Decades of creative, personalized service.
For decades, CRS has delivered creative, personalized retirement plan solutions and built a reputation for accuracy, independence, and client-first service. As an employee-owned, fee-for-service firm rooted in Columbus and Cincinnati, with deep expertise across 401(k), profit sharing, cash balance, and defined benefit plans, we have the foundation to serve clients well, while our partnership with Strongpoint Partners equips us to take on any challenge.
Since 2025
Creative Retirement Systems is a proud Strongpoint Partner.
As a Strongpoint Partner, CRS Retirement is a part of the most trusted, knowledgeable and customer-centric retirement platform for small and medium-sized businesses.