What makes Crown Benefits different?

HandshakeCrown Benefits partners with advisors to provide all the required services in the small to mid-size retirement plan market. We are “investment neutral” we do not recommend investments. So, we do not compete for your business, we enhance your business.  Because of this promise, many advisors take us with them to present our services and help “make the sale” of the advisors products and services.

Our focus is on servicing our clients’ firms with proper upfront consulting services while maintaining “high-touch” retirement plan administration services.

Free Proposal:

Our experienced and highly knowledgeable team will provide you with a free proposal and support to help you close retirement plan business.  We will even go with you to present your plan that includes Crown.  We help you make the sale by providing solutions and answers concerning plan administration.

Hands-On Support:

We promise to guide you and your clients through all phases of Plan design, takeover, installation and ongoing administration.

Creative and Unbiased Plan Design Advice:

We do not sell investment products.  Instead we design retirement plans that help businesses take advantage of the latest tax law changes benefiting small business.

Download our company brochure.