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Creative Retirement Systems Information

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Creative Retirement Systems (CRS) is an Ohio based Third Party Retirement Administration Company proudly serving our customers from all over the country for more than 40 years. We offer our clients a full range of plan design options from Defined Benefit and Cash Balance Plans to 401(k) Profit Sharing. Our service includes plan design consulting and illustrations, plan document customization and maintenance, ongoing compliance testing, distribution processing, year-end tax reporting, and audit assistance. At CRS we believe our highly trained staff, superior customer service, and innovative technology sets us apart from the competition. Proudly a Strongpoint Partner since August 2025.

Website http://crs401k.com
Revenue $8.6 million
Employees 32 (25 on RocketReach)
Founded 1970
Address 25 Merchant Street Suite 135, Cincinnati, Ohio 45246, US
Phone +1 513-741-5804
Technologies
Industry Financial Services, Finance General, Customized Plan Design and Consulting, Finance, New Comparability/Cross-Tested Profit Sharing, Cash Balance and Defined Benefit Plans, Customer Satisfaction
Web Rank 30 Million
Keywords Third Party Administrator, 401k Administration, 401k Services, Retirement Plan, Retirement Plan Administration, Pension Administration, Retirement Services, Retirement Solutions, Pension Services, Employee Benefits, Plan Design, Retirement Consulting, Employee Retirement, Retirement Accounts, Fiduciary Services, 403b Administration
Competitors Wells Fargo, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Edward Jones, Financial Services Company, Principal Financial Group, MassMutual, T. Rowe Price +47 more (view full list)
SIC SIC Code 63 Companies, SIC Code 637 Companies
NAICS NAICS Code 52 Companies, NAICS Code 52511 Companies, NAICS Code 525 Companies, NAICS Code 525110 Companies, NAICS Code 5251 Companies

Creative Retirement Systems Questions

The Creative Retirement Systems annual revenue was $8.6 million in 2026.

Kaezad Setna is the President of Creative Retirement Systems.

25 people are employed at Creative Retirement Systems.

Creative Retirement Systems is based in Cincinnati, Ohio.

The NAICS codes for Creative Retirement Systems are [52, 52511, 525, 525110, 5251].

The SIC codes for Creative Retirement Systems are [63, 637].

Top Creative Retirement Systems Employees

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