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Free Resources

Hiring a retirement plan advisor is a significant step. To make that process easier, we offer some free resources that can help you learn more about CRC as well as best practices for plan sponsors.

Free Retirement Plan Review

As a plan sponsor, you may be wondering if you’re covering all of your bases regarding your organization’s retirement plan. We offer a no-obligation plan review to evaluate your current plan administration practices, and look for areas where you may be exposing your organization and yourself to liability.

At the same time, find out if CRC can help you. Whatever the result, there’s no pressure, and you’ll walk away with valuable insight into your current situation.

• Fill out the form below to start. After receiving your request, we’ll email or call you to schedule a phone call or meeting.
• You’ll get an email confirming your appointment with a short list of information to provide to us.

In the meeting, we’ll walk you through our findings. You’ll walk away with a sense of what you could be doing better to help prevent any future liability.


We take your privacy and preferences seriously. Your email address will not be sold or provided to any other party. We will only send occasional emails and you may opt out at any time. If you give us a phone number, we will only call you if you ask us to. We will not sell or release the number to any other party.

Free E-book

CRC eBook

Wondering how to avoid getting sued as a retirement plan sponsor?

Find out with our free eBook.

Learn more about your fiduciary role and what it means

Find out the best steps to take to help minimize your liability

Learn what specifically to do, or not to do, to help prevent problems

We take your privacy and preferences seriously. Your email address will not be sold or provided to any other party. We will only send occasional emails and you may opt out at any time.

Get Our Free eBook