At CRS, we perform a full range of ongoing administrative and recordkeeping services including daily valuation of accounts, plan year end valuations, compliance testing, and government reporting. Our consultants are highly trained, knowledgeable, and stay abreast of all laws and regulations.
Cash Balance Plan
For owners who want to optimize their retirement plan strategy, one possible solution is to establish a cash balance plan alongside their existing 401(k) plan. A cash balance plan is a defined benefit (DB) plan with features that resemble a DC plan.