CRI TPA Services understands that although retirement plans are an essential part of any organization, business owners have many other responsibilities. Our services are designed to customize a retirement plan for your organization’s needs and to reduce unnecessary administrative burdens on your business. From tax advantages and attracting employees to improving employee participation rate, we strive to understand you and your organization to design a retirement plan that best fits your organization’s long-term goals. Our team of experienced and certified pension professionals can help operate and maintain your plan while focusing on compliance with the complex laws and regulations in the field. We partner with the Carr, Riggs & Ingram family of companies to offer comprehensive solutions to meet your business’ goals and the personal needs of your employees to build retirement funds for their future.
Chief Executive Officer & Partner
Daniel has over a decade of experience working on retirement plan design to best fit the needs and goals of his clients. He specializes in employee benefit plans and third-party administration for 401(k) plans, 403(b) plans, and defined benefit plans. Daniel enjoys providing compliance and best practice support for each and every client in industries such as healthcare, nonprofits, and more. In addition to his work at CRI TPA Services, Daniel is an Adjunct Professor at Flagler College, helping to develop the next generation of CPAs.
Daniel is a member of the American Institute of Certified Public Accountants (AICPA), the American Society of Pension Professionals and Actuaries (ASPPA), and the Florida Institute of Certified Public Accountants (FICPA) where he was previously the Chair of the Tallahassee chapter.
Chief Operations Officer
Joy has over 22 years of experience in the field of qualified retirement plan administration and compliance of employer-sponsored retirement plans. Her background and expertise include consulting on plan design and implementation issues, regulatory and legislative rules governing qualified retirement plans, and applicable tax reporting requirements imposed on plan sponsors.
Joy’s experience encompasses both the IRS and DOL & ERISA governance of employee benefit plans. She works both large and small employers, self-employed individuals, corporations, non-profit organizations, and governmental entities. Joy services 401(k)/Profit Sharing plans, 457 plans, Solo-K, Cash Balance pension plans, SIMPLE-IRAs, and SEP-IRAs.
Joy is a Certified Pension Consultant and a member of the American Society of Pension Professionals and Actuaries (ASPPA).