Our Team

Real people, real advice.

Our consultants, administrators, and specialists share one mission: doing what’s right to help you reach your most important goals.

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Your Retirement Experts

CRS By the Numbers

CRS stands apart through our depth of plan expertise and our commitment to accurate, personalized service. We employ accredited retirement professionals, including ERPA designees and ASPPA members, and alongside our partners at Strongpoint Partners, we are equipped to handle even the most complex plan challenges.

686

New Plan Designs Per Year

39

Recordkeeping Partners

39

CRS Employees

9

Avg. Years of Team Tenure

1,900+

Retirement Plans Administered

18

Avg. Years of Design Specialist Tenure

Our Leadership Team

Kaezad Setna, President at CRS
Curtis Tudor, Regional Sales Director at CRS
Urmez Hozdar, Vice President at CRS
Dan Small, Director of Administration at CRS

Stay Connected

For the latest news and insights, follow us on LinkedIn.

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Making Retirement Work for Everyone

We’re committed to exceptional service and creative solutions that help you reach your goals. 

We invest in continuing education and professional credentials for our team, and our reputation for accuracy and responsiveness reflects it. CRS has served clients for decades, and our consultants and administrators are focused on building lasting relationships and the best possible outcomes for you.

To learn more about who we serve, visit our pages for Employers and Trusted Advisors & Recordkeepers.

We’re Here to Help 

Connect with our team of experienced retirement consultants and administrators today.