Creative Retirement Systems, a Strongpoint Partner

Good news for plan sponsors: automatic enrollment errors under SECURE 2.0 are fixable, often at little to no cost. The law now requires most new 401(k) and 403(b) plans to include automatic enrollment features. When something goes wrong, SECURE 2.0 built in correction pathways designed to ease the burden. But the relief is time-sensitive. Check out this resource for a clear walkthrough of the rules, who's exempt, and how to correct course. Questions? Our team is always here to help. #StrongerTogether #MakingRetirementWorkForEveryone

We are proud to have Kaezad Setna leading the way as our President. With over 30 years of experience, Kaezad brings a rare level of insight to the modern compliance challenges our clients face today. Beyond the technical expertise, Kaezad is a true advocate for the employers and advisors we serve. Learn more about Kaezad and how he is making retirement work for everyone: https://lnkd.in/gZf8EqEa #MakingRetirementWorkForEveryone #StrongerTogether

We are incredibly proud of the exceptional service we provide to our financial advisors and the clients they entrust to us. Our team works diligently every day to deliver both outstanding service and sound, thoughtful guidance. We want to recognize and thank our employees who continue to expand their expertise by pursuing advanced industry designations. #StrongerTogether

When you choose a TPA, credentials matter. More than 70% of the team at Creative Retirement Systems holds a professional designation from ASPPA, NIPA and IRS in retirement plan administration. Credentials across our firm include QKA, QPA, QKC, QKS, CBS, APA, and ERPA designations, with several team members holding multiple. These aren't just letters after a name. They reflect ongoing investment in technical expertise, continuing education, and accountability to industry standards. For our clients, that means every plan question, every compliance review, and every design decision is handled by a team that's done the work to stay current. Learn more about our team: https://lnkd.in/eTyYumSg #StrongerTogether #MakingRetirementWorkForEveryone

It’s #NationalSmallBusinessWeek!  We don't just work with small businesses – we work with the people who keep our local communities moving. Behind every small business is a team of people working toward a shared goal. We believe those teams deserve retirement plans that reflect their dedication: plans that are tailored, strategic, and easy to manage. Cheers to the builders and dreamers making it happen every day. We’re proud to be on your team! #MakingRetirementWorkForEveryone #StrongerTogether

SECURE 2.0 is still rolling out, and 2026 brings some big changes that should be on every business owner’s radar. Some of these updates require paperwork changes, while others are just great new ways to support your team. Learn more about how we can help you reach your retirement objectives: https://lnkd.in/gWheuXJF #MakingRetirementWorkForEveryone #StrongerTogether

A retirement plan is only as successful as the experts behind it. The real value of your TPA partner comes from the consultants and experts who have the know how to tailor your plan to your objectives and tackle any challenge. Your team at Creative Retirement Systems spends every day navigating the complexities of plan administration so our clients don't have to. Technical insight is one thing. Practical experience is what actually moves the needle for your participants. Is your current plan getting the high-level support it deserves? Learn more about our team: https://lnkd.in/eTyYumSg #MakingRetirementWorkForEveryone #StrongerTogether

This Wednesday isn’t just Tax Day. It’s also an important retirement plan deadline, too. Here are 3 quick checks we recommend for Plan Sponsors: • Identify participants who may have exceeded IRS deferral limits  • Confirm excess amounts are distributed on time  • Ensure proper tax reporting is in place Not sure where to start? That’s what we’re here for. Contact us today: https://lnkd.in/gFCtNSBJ #TaxDay #MakingRetirementWorkForEveryone

Q2 is here. For retirement plan sponsors, that means several key deadlines are approaching. We know how easily these dates can sneak up on you. Here are the milestones to keep on your radar for the coming months. If any of these dates raise questions about your plan’s compliance, reach out. We’re here to help. https://lnkd.in/gFCtNSBJ #MakingRetirementWorkForEveryone 

Four anesthesiology practice owners were already maximizing their 401k but wanted a smarter way to reduce taxes and accelerate retirement savings. By layering a Cash Balance Plan on top of their existing plan, they unlocked an additional $82K per owner annually in tax-deductible contributions, without adding administrative complexity. Ready to optimize your retirement strategy? Contact us today to learn more: https://lnkd.in/gFCtNSBJ #StrongerTogether #MakingRetirementWorkForEveryone