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Services

Retirement Plan Design & Document Services

1

2

Annual Compliance, Administration & Tax Services

3

Loan & Distribution Transactions

4

Technical Reviews & Consulting

5

Plan Types Served

Retirement Plan Design & Document Services

  • Custom retirement plan design

  • Preparation of IRS pre-approved plan documents

  • Summary of plan description

  • Safe harbor notices; QDIA notices

Annual Compliance, Administration & Tax Services

  • Preparation of interim and annual plan administration reports

  • IRS compliance testing and limitations

  • Eligibility determinations and vesting calculations

  • Trust accounting, financial reporting, and deposit reconciliations

  • Calculation of employer contributions and deduction limits

  • Form 5550 tax filings and other applicable tax returns

  • Preparation of participant benefit statements

Loan & Distribution Transactions

  • Participant distribution processing

  • Loan administration

  • Hardship reviews and consulting

  • Assistance with QDROs, 72 RMDs, and death benefit payouts

  • Preparation of 1099-R and Form 945 as requested

Technical Reviews & Consulting

  • Best practices and operational reviews

  • Related employer issues (controlled group/affiliated service groups)

  • Consulting for IRS and DOL correction programs and application package

  • Retirement plan considerations during merger and acquisition transactions

Plan Types Served

  • 401(k) plans (traditional and Safe Harbor)

  • New comparability/cross-tested plans

  • Profit sharing plans

  • 457 deferred-compensation plans

  • Cash balance pension plans

Retirement-Plan-Design
Annual-Services
Loan-Dist-Transactions
Tech-Reviews-Consultng
Plan-Types
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info@CRITPA.com

2633 Centennial Boulevard 

Suite 200

Tallahassee, FL 32308

CRI TPA Services, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© 2025 CRI TPA Services, a division of Carr, Riggs & Ingram®, Capital LLC

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