Creative Pension Consultants, Inc.
www.crepen.comCPC is an independent third-party administrator ("TPA") for retirement plans, from traditional defined benefit through profit sharing, 401(k), 403(b), cash balance, cafeteria benefits, and more. While we perform full administration with the best of them (and better than the rest of them), our true strength is the higher-level consulting and plan design that makes the plan worthwhile to the entity sponsoring it. We start with designing your plan to fit your needs, walking you through a pre-approved template with over 40 pages of options. We prepare the document, and perform all aspects of annual administration, such as calculating and allocating the employer contribution, non-discrimination testing, and preparing the Form 5500; we don't give you a website to make you figure it out yourself. We consult when we see things not working correctly, or in response to your changing business. We also represent you before the IRS and DOL when necessary. In short, we are a full-service firm. We are one piece of your retirement solution. We are not your broker or financial advisor, so we don't monitor your investments. We are not an investment company, so we don't hold your actual plan assets. We are not accountants, though we do work closely with them to help them help you. We work with the other pieces of your consulting team that you already have in place - this de-centralized approach allows each of us to excel in our own fields to deliver you the best overall plan.
Read moreCPC is an independent third-party administrator ("TPA") for retirement plans, from traditional defined benefit through profit sharing, 401(k), 403(b), cash balance, cafeteria benefits, and more. While we perform full administration with the best of them (and better than the rest of them), our true strength is the higher-level consulting and plan design that makes the plan worthwhile to the entity sponsoring it. We start with designing your plan to fit your needs, walking you through a pre-approved template with over 40 pages of options. We prepare the document, and perform all aspects of annual administration, such as calculating and allocating the employer contribution, non-discrimination testing, and preparing the Form 5500; we don't give you a website to make you figure it out yourself. We consult when we see things not working correctly, or in response to your changing business. We also represent you before the IRS and DOL when necessary. In short, we are a full-service firm. We are one piece of your retirement solution. We are not your broker or financial advisor, so we don't monitor your investments. We are not an investment company, so we don't hold your actual plan assets. We are not accountants, though we do work closely with them to help them help you. We work with the other pieces of your consulting team that you already have in place - this de-centralized approach allows each of us to excel in our own fields to deliver you the best overall plan.
Read moreCountry
State
New York
City (Headquarters)
Albany
Industry
Employees
11-50
Founded
1989
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
President
Email ****** @****.comPhone (***) ****-****Client Manager\Conversion Specialist
Email ****** @****.comPhone (***) ****-****Assistant Pension Administrator
Email ****** @****.comPhone (***) ****-****Senior Pension Administrator
Email ****** @****.comPhone (***) ****-****
Technologies
(5)