CRI TPA Services provides third-party administrative services for employer-sponsored retirement plans, with a primary focus on 401(k) Plans, 403(b) Plans, and Defined Benefit Plans. Additionally, we provide these services for non-qualified 457(b) Plans, SIMPLE 401(k)s, SIMPLE IRAs, and SEP IRAs, as well as consulting services to clients on retirement plan best practices, plan design and implementation, and plan corrections. Our ultimate focus on compliance and reducing the worry and stress of operating a retirement plan results in a customized, properly administered plan that best fits your organization’s goals.
Chief Executive Officer & Partner
Daniel Rodriguez brings a wealth of experience in retirement plan design, administration, and compliance, concentrating on the management of employee benefit plans and the supervision of third-party administration. His proficiency in 401(k), 403(b), and defined benefit plans positions him as a trusted advisor, notably in the healthcare and nonprofit sectors. Daniel offers a range of services, including employee benefit plan management and individual and business tax services, extending his expertise to retirement plan consulting across industries such as physician groups, nonprofits, and the hospitality sector.
Chief Operations Officer & Partner
With 25 years of experience working in retirement plan services, Joy serves as a consultant to clients, CPAs, and financial advisors on all types of qualified retirement plan issues. She is responsible for advanced plan design strategies for new clients as well as advising existing clients during mergers and acquisitions, and IRS or DOL audit examinations. Her client base includes sole-proprietors, partnerships, corporations, non-profits, churches, and governmental agencies.