Jordan Cross, QKA

At CrossPlans, our goal is to assist employers in achieving their retirement and wealth accumulation goals through the use of qualified retirement plans. We accomplish this by helping them understand what the benefits of various types of retirement plans are and what is necessary to implement and operate a successful retirement plan strategy. We provide product free, plan compliance only consulting, design, documentation, implementation and administration services for a full range of qualified retirement plans, including defined benefit, profit sharing and 401(k) plans. We also provide consulting support on fiduciary issues, mergers and acquisitions and other compliance questions. Specialties: Design, implement and administer qualified retirement plan strategies that assist our clients in achieving their retirement and wealth accumulation goals.