Who We Serve
Serving Employers
Creative, tailored retirement solutions for employers and their teams.
Our Commitment
We serve our clients with deep experience, expertise, and transparency.
Your goals sit at the center of everything we do. The CRS team takes the time to understand your needs, deliver creative plan designs, and help you get the most from your retirement plan. We design and administer plans that combine tax-advantaged strategies with benefits that attract and retain employees. With decades of experience, we go beyond the numbers to deliver accuracy, compliance, and solutions built for you. When the details matter, trust the team that knows them best.
Accredited and Trusted
Our Certifications:
•ERPA Designees
Our Enrolled Retirement Plan Agents hold the IRS credential that allows them to represent clients before the IRS, giving you in-house expertise when it matters most.
•ASPPA Members
Our consultants are members of the American Society of Pension Professionals & Actuaries, staying current through ongoing education and accreditation.
•CEFEX Certified
CRS is independently certified by CEFEX, an external validation of our adherence to industry best practices.
•NIPA Members
Our administrators are members of the National Institute of Pension Administrators, staying current on industry standards and best practices through professional engagement.
Making Retirement Work for Everyone
Expert advice. Creative design. Nationwide reach.
CRS’s independent expertise, backed by the national resources of Strongpoint Partners, positions our team to take on any challenge for any client. Whether you are a sole proprietor, a professional practice, or an employer of any size, we can design a plan tailored to you and your business that helps you lower tax liability, grow retirement savings, and attract and retain employees.
1,900+
Retirement Plans Administered
21
Retirement Consultants
9
Avg. Years of Team Tenure
686
New Plan Designs / Year
Strongpoint Partners By the Numbers
Backed by Strongpoint’s national infrastructure, so no challenge is too complex.
375+ Retirement Consultants
~1K New Plan Designs/Year
32K+ Total Plans Administered
$54B+ Assets Under Management
~9.5 Avg. Years of Client Tenure
35+ Avg. Years of Design Specialist Tenure
375+ Retirement Consultants ~1K New Plan Designs/Year 32K+ Total Plans Administered $54B+ Assets Under Management ~9.5 Avg. Years of Client Tenure 35+ Avg. Years of Design Specialist Tenure