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Plan Design

We take time to get to know each of our client's goals and needs. This ensures we are able to design a retirement plan that fits perfectly with their business’ objectives.


We scrub the census data and complete the compliance testing each year so our clients can rest easy, knowing that their plan is compliant with the latest IRS and DOL regulations.


We work closely with our clients each year to ensure the plan design continues to be the best possible fit for their objectives. This helps ensure that plan amendments are proactive and not reactive.


  • We found CRP to be courteous, professional and readily available in setting up the company’s retirement plan. Every effort was made by CRP to assist our company in understanding the process to administer the best retirement plan for our small business. We have enjoyed such a positive and friendly relationship with CRP from the very beginning and see this relationship continuing for many years!
    Don Lees, President - ReVolt Recycling LLC (client since 2015)
Our Process



Determine the Objectives

Our first step with a potential new client is to have a conversation about their business and discuss their objectives. This is an important aspect of the plan design process and also helps us determine whether or not our services are needed and if we are a good fit.


Review the Options

The next step is to collect census data, assess the current employee demographics and prepare a projection. By using the employer objectives as a starting point, this projection will allow us to provide a clearer picture of the potential benefits and tax savings.


Draft the Document

We then create a plan outline. The outline will list the recommended plan provisions in order to best meet the client’s goals, while providing maximum flexibility for annual contributions. Once we’ve tailored the plan design and explained the plan provisions to the client, we draft the plan document.


Plan Compliance

With the plan document in place, we will collect census data and perform the compliance testing for the plan each year. During this process we communicate with the designated plan contact to explain the funding options for that year, ensure that everything is running smoothly and that the client’s objectives are still being met.

Some of Our Partners

Have questions?

We would love to discuss your options with you!