CRI TPA Services @CRITPAServices
CRI TPA Services provides third-party administrative services for employer-sponsored retirement plans. critpa.com Tallahassee, FL Joined June 2019-
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It’s National 401(k) Day 🎉 A strong 401(k) plan builds more than savings; it builds security & loyalty. CRI TPA Services helps businesses design, administer & keep plans compliant. Learn more: critpa.com/services #National401kDay #401k #RetirementPlanning
Is your retirement plan at risk of being top-heavy? When key employees hold more than 60% of plan assets, sponsors may face costly minimum contributions. Learn the triggers, tests, and steps to stay compliant: critpa.com/post/top-heavy… #401k #RetirementPlans #Compliance
@CRITPAServices offer tailored solutions like 401(k), profit-sharing, 457 deferred comp, and cash balance plans—helping you simplify retirement planning with confidence. Learn more: critpa.com #CRIadv #CRITPAServices #TPAServices #RetirementPlanning #401k
Why do employees get different profit-sharing percentages? It's called cross-testing, an IRS-approved strategy that lets you allocate contributions based on age + compensation. critpa.com/post/cross-tes… #RetirementPlans #ProfitSharing #TaxStrategy #EmployeeBenefits
Congratulations to Joy Hodgson, COO of CRI TPA Services! Joy has earned the Cash Balance Specialist (CBS) designation from @ASPPA, recognizing her advanced knowledge in the design, administration, and compliance of cash balance pension plans.
For participants aged 72+, #RequiredMinimumDistributions (RMDs) must be withdrawn by December 31 each year. Missing this deadline can result in IRS penalties. #CRITPAServices ensures timely calculations and distributions to keep you compliant. critpa.com
At CRI TPA Services, we connect you directly with experienced retirement consultants—not call centers—ensuring personalized, responsive support tailored to your unique business goals. Learn more: critpa.com/about #TPAServices #RetirementPlanning #Retirement
Managing your company’s #retirement plan can be overwhelming. #CRITPAServices makes it easier, from custom plan design and compliance to annual filings and participant transactions. Discover how we can help: critpa.com/services #TPAServices #retirementPlans
Choosing your first retirement plan? Our side-by-side chart shows contributions, employer match rules, and filing obligations. Download now: critpa.com/_files/ugd/46f… #CRITPA #RetirementPlans #RetirementPlanning #EmployerContributions
Stay compliant with our #Fiduciary Best Practices guide. From documentation to timely 401(k) deposits, CRI #TPA Services has you covered. Download the full resource here: critpa.com/_files/ugd/46f…. Need help? Visit critpa.com
Not sure if you’re a #fiduciary? If you make decisions about your company’s #retirementplan, chances are you are. And that means legal responsibility. CRI #TPAServices helps you understand your role, minimize risk, and stay compliant. Contact us: critpa.com/contact
Are you #selfemployed or own a #business with no employees? A Solo 401(k) offers big #tax advantages—if it’s set up right. CRI #TPAServices provides full support: plan design, compliance, #recordkeeping & filings. Learn more: critpa.com/_files/ugd/46f…
Which 401(k) admin task do you find most challenging? #401k #RetirementPlants #HRCommunity
April is #FinancialLiteracyMonth, a reminder that smart #retirementplanning starts with informed decisions. At CRI #TPA Services, we help employers design & manage #retirement plans that are compliant & tailored to their goals. Visit critpa.com to learn more.
Don’t get caught by surprise with your 401(k) deadlines. CRI TPA Services keeps your business compliant year-round. Simplify your retirement plan management today. critpa.com/services #401k #TPA #RetirementPlanning #BusinessOwners
Cyber threats are rising—ensure your TPA has secure file transfers & strong #cybersecurity in place. At CRI TPA Services, we safeguard your #data so you can focus on your #business. Contact us today to learn how we protect your data. critpa.com/contact
Show your loved ones how much you care by protecting their future. This #ValentinesDay, review & update your retirement beneficiaries. Discover four simple steps to ensure your legacy is secure: critpa.com/post/update-re… #RetirementPlanning #FinancialSecurity
The SECURE 2.0 Act is now in effect, requiring certain 401(k) plans to include automatic enrollment provisions. Our comprehensive guide will help you stay informed and compliant. Download here: critpa.com/_files/ugd/46f… #SECUREAct #RetirementPlanning #401k
The SECURE 2.0 Act introduces higher catch-up contributions of $11,250 for individuals aged 60-63 starting in 2025. Employers, take action now to ensure compliance. 📽️ Watch our video for details: youtube.com/watch?si=YI9PS… #SECUREAct #RetirementSavings #EmployeeBenefits
Secure your team's #financial future! CRI TPA Services designs and administers 401(k), 403(b), and Defined Benefit Plans tailored to your #business needs. Simplify #retirementplanning today: critpa.com/services
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