VerifiedFinancial Services· Founded 2007

Crossplans

CrossPlans is a boutique Third Party Administration firm organized around the belief that if we keep our promises, deliver on expectations and provide the highest quality work, business owners and plan sponsors will find it easy and enjoyable to work with us. At CrossPlans our goal is to deliver sophisticated solutions for Qualified Retirement Plans that Plan Sponsors and Centers of Influence will understand, value and deliver on their retirement plan and wealth accumulation goals.

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Laguna Hills, United States17(11 to 50)$1M to <$10M2007crossplans.com LinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

17

11 to 50 range

Open roles

—

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

—

organic / mo

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Showing 9 of 13 verified contacts

Top roles at Crossplans

9 distinct titles indexed · top 9 shown.

2pension administrator
2retirement plan associate
2retirement plan consultant
2senior retirement plan consultant
1actuarial associate
1director of operations
1pension consultants co, inc
1president
1retirement plan associate - loan and distribution support

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