Tailored Solutions for Retirement Plan Administration
Our experienced team at CRI TPA Services excels in providing comprehensive third-party administrative services for a wide range of employer-sponsored retirement plans. With a focus on customization and compliance, we specialize in crafting retirement solutions that align with your organization's unique needs while simplifying administrative processes. Our certified pension professionals are adept at navigating complex regulations, ensuring efficient and effective plan management. As part of the CRI Family of Companies, we also offer integrated solutions that cater to both your business objectives and the retirement aspirations of your employees.
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.
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.
Clare Beckendorf, a seasoned paraprofessional at CRI TPA Services, brings over three decades of expertise to employee benefit plan administration, having embarked on her career path in October 1987.
Senior Plan Administrator
As a Qualified 401(k) Administrator (QKA), Amber Kallberg specializes in devising retirement plan strategies that cater to a broad spectrum of businesses, ranging from growing startups to well-established corporations.
Kyle McKee, a professional in the realm of employee benefit plans (EBPs), caters to the needs of physician groups and businesses in the hospitality industry.
Kelly Murphy specializes in employee benefit plans (EBPs), financial statement preparation, and valuations.
Alex Perez is an experienced professional specializing in retirement plan administration.
At CRI TPA Services, Rose Ratgen brings a high level of expertise to Employee Benefit Plans (EBPs).
Jodie Striley brings over two decades of specialized experience in retirement plan administration and consulting to CRI TPA Services.
As the Office Manager at CRI TPA Services, Jen Waugh is essential in crafting a harmonious and efficient workplace.
Senior Plan Administrator
Cathy Wells is renowned for her expertise in managing employee benefit plans and third-party administration, specifically catering to clients in the oil and gas service industries, as well as those in legal, architectural, sales and marketing, and physician sectors.
Distribution and Loan Coordinator
In her role as Distribution and Loan Coordinator at CRI TPA Services, Christine Williams excels in managing complex distribution processes, such as terminations, hardships, in-service withdrawals, and retirements, in addition to overseeing loans for retirement plan participants.