At CrossPlans our goal is to provide our clients with the latest retirement plan ideas and technologies in order to develop effective and empowering strategies. Our commitment is to stay contemporary with the always evolving retirement plan climate and to bring that knowledge to our client's service.

Privacy Policy

We respect our client’s privacy. Any and all information collected at this site will be kept strictly confidential and will not be sold, reused, rented, loaned, or otherwise disclosed without your permission. Providing information to CrossPlans is express consent for us to use that information to provide services consistent with retirement plan administration. Any information you provide to CrossPlans will be held with the utmost care, and will not be used in a manner inconsistent with your consent to provide those services.

Resale or disclosure of information to third parties:

CrossPlans will not sell, rent, loan, trade, or lease any personal information collected at our site.

Use of cookies:

We do not use cookies on this site.

Privacy of our email lists:

CrossPlans maintains several email lists in order to contact and deliver information to our clients. Companies with which we work are automatically included on all our mailing lists and must affirmatively request to be removed from our mailing lists by contacting our staff directly at We do not sell, rent, loan, trade, or lease the addresses on our list to anyone. In addition, we configure our list server software to refuse to divulge the email addresses of our list subscribers to anyone but authorized staff, including other list subscribers.

IRS Circular 230 Compliance:

To ensure compliance with requirements imposed by the Internal Revenue Service,CrossPlans informs you that, if any advice concerning one or more U.S. Federal tax issues is contained on this Web Site such advice is not intended or written to be used, and is expressly barred from use, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.