What is Creative Retirement Systems?
Creative Retirement Systems, Inc. (CRS) operates as a Third Party Retirement Administration company headquartered in Ohio. The firm specializes in providing nationwide retirement plan solutions tailored for businesses, entrepreneurs, and financial advisors. Their comprehensive service portfolio encompasses plan administration, document services, IRS & DOL correction programs, and 3(16) fiduciary services. CRS is committed to delivering high-quality support and ensuring compliance for retirement plans at competitive price points, managing over 1,800 retirement plans to facilitate secure retirement outcomes for their 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 late-stage funding and recent strategic investment indicate that Creative Retirement Systems is poised for significant expansion and operational enhancement. This capital infusion is likely to fuel advancements in their technology infrastructure, broaden their service offerings, and potentially expand their market reach. The company's focus on compliance and fiduciary services positions it well to capitalize on the increasing regulatory complexities within the retirement planning sector, suggesting a trajectory towards solidifying its leadership in third-party administration.
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