• Crown Benefits is a full service actuarial and pension administration firm co-founded by industry veteran Dianna Simmons.

    A Proven Track Record in Third Party Administration of Retirement & Pension Plans

    Crown Benefits is a full service actuarial and pension administration firm led by Dianna Simmons. With over 40+ years of experience in providing high quality consulting and reporting, Dianna understands that accessibility and responsiveness are critical in selecting a firm to administer your benefits plans. The Crown Benefits team strives for lasting and positive relationship with our clients. We recognize that being available to promptly answer questions and address concerns is of vital importance.

    Crown Benefits supports its financial advisors by offering objective consulting as well as expert plan design and administrative services.

     

    We do not sell or recommend investments or insurance products.
    Our focus is strictly on retirement plan administration.

  • Our Services

    EXPERT PLAN DESIGN AND ADMINISTRATIVE SERVICES
    Our retirement plan design and administration services include a continuing commitment to effective communication with our clients.

     

    FREE CONSULTING SERVICES
    We provide free consulting services to our clients, including an illustration of an employer’s plan design options to include contributions and benefit projections. We are prepared to help the business and its advisors decide on the appropriate plan for the company.

     

    HANDS-ON SUPPORT
    We guide our clients through all phases of plan design, takeover, installation, and ongoing administration.

  • Smart Ideas for Business Owners

    If you are a business owner, you can take advantage of the recent tax law changes to accelerate your retirement savings and defer taxes. These opportunities include:

     

    • “Owner-Only” Defined Benefit Plan: annual contributions as high as $200,000.

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    • Cost-Test Safe-Harbor 401(k) Plan: target owners and other key employees with higher allocation rates.

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    • If you have an existing 401(k) Plan, you can enhance it by adding a Cash Balance Plan, allowing you to increase annual contributions by an additional $200,000.

     

     

     

     

     

Request for a Proposal

In one easy step, we will run a contribution analysis at no cost or obligation.