What is Creative Retirement Systems?
Creative Retirement Systems, Inc. (CRS) operates as a Third Party Retirement Administration firm headquartered in Ohio, providing comprehensive retirement plan solutions across the United States. The company specializes in serving businesses, entrepreneurs, and financial advisors, offering a robust suite of services that includes plan administration, document preparation, IRS and DOL correction programs, and 3(16) fiduciary services. CRS is committed to delivering high-quality, cost-effective solutions designed to ensure compliance and provide essential support for client retirement plans. With a managed portfolio of over 1,800 retirement plans, CRS plays a crucial role in facilitating secure retirement outcomes for its diverse clientele.
How much funding has Creative Retirement Systems raised?
Creative Retirement Systems has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
What's next for Creative Retirement Systems?
The substantial backing indicated by the $350K and the recent $350K investment positions Creative Retirement Systems for significant advancements in its service offerings and market reach. As a company operating within the large-scale late-stage funding environment, CRS is likely to focus on scaling its operations, enhancing its technological infrastructure, and potentially expanding its fiduciary services. This strategic capital infusion is expected to fuel innovation in retirement plan administration, allowing CRS to further solidify its competitive advantage and cater to an increasing demand for compliant and efficient retirement solutions in the evolving financial landscape.
See full Creative Retirement Systems company page
