Our Vision is to design, implement and administer qualified retirement plan strategies that assist our clients in achieving their retirement and wealth accumulation goals.
Our Mission
- Provide business owners and plan sponsors with clear, effective and reasonably priced retirement plan strategies.
- Assist plan sponsors and plan participants in formulating and pursuing wealth accumulation within the structure of their retirement plan design.
- Assist all plan participants in understanding what opportunities their retirement plans provide.
- Assist our clients in understanding and managing the benefits and responsibilities of a qualified retirement plan.
Jack A. Cross, President & CEO
Jack began his retirement plan career in 1978 with Shadur, LaVine & Associates, one of the largest and most respected private retirement plan operations on the West Coast. His experience in administration, design, actuarial compliance and management lead to his assuming management responsibility for Integrated Financial in Orange County in 1985 and subsequently for both the Orange and San Diego County operations.
In 1988 Jack became a Senior Vice President of IDS/American Express and managed the pension operation for IDS in Southern California. In 1990, with the sale of the IDS/American Express operation, Jack moved to Frailey & Associates, Inc., a small, well known regional firm and assumed responsibility for consulting and marketing. In 1999 Jack joined ACI, a larger boutique firm in Southern California and in 2000 became a partner.
Jack formed his own firm in 2006 in order to bring a fresh approach to building dynamic retirement plan strategies that provide evolving and economical results for clients.
Jack is an active member of The American Society of Pension Professionals and Actuaries, The Professionals Network Group (PNG), Pro Growth, Inc. and the Forum for Corporate Officers and Directors. Jack also sits on the Board of the Pediatric Cancer Research Foundation where he chairs the Planned Giving and Audit Committees and sits on the Compensation and Benefits committee. He has been a featured speaker for many businesses and groups including the California CPA Educational Society and the Family Business Forum sponsored by the USC Marshall School of Business.
Professional and Community Affiliations:
- Member of The American Society of Pension Professionals & Actuaries
- Member of the Forum For Corporate Officers & Directors
- Member Pro Visors – Professionals Network Group
- Member Orange County Pro Growth, Inc.
- Board of Directors of Pediatric Cancer Research Foundation