Crossroads Retirement Solutions

11/12/2022

I couldn’t be more thrilled to be a part of this innovative team. It has been an incredible journey running Crossroads Retirement Solutions these past 11 years. I am excited for this next chapter as I partner up with Independent Retirement, a boutique family run business out of Portland, Oregon. I get to be a part of this fantastic team of doers and thinkers….and so do my clients. Together, we can continue to offer premiere Third Party Administration service to the Pacific Northwest! Cheers to a new adventure together!

07/31/2020

It has been busy in our 401(k) world....

Some employers here make 401(k) adjustments Study shows rising risk to post-work income due to virus outbreak Natasha Nellis July 30th, 2020 -Natasha Nellis Louise Joss, owner of Crossroads Retirement Solutions, says employee-benefit brokers are awaiting further guidance on certain aspects of CARES....

12/29/2017

"Too often we underestimate the power of touch, a smile, a kind word, a listening ear, an honest compliment, or the smallest act of caring, all of which have the potential to turn a life around." - Leo Buscaglia

May 2018 bring kindness! Happy New Year from Crossroads Retirement Solutions!!

11/23/2017

Happy Thanksgiving from Crossroads Retirement Solutions!

At Crossroads Retirement Solutions, we're thankful for many things. As we count our blessings, we count ourselves extremely lucky to have such wonderful clients and partners. Wishing you and your families a very happy Thanksgiving and joyful holiday season.

12/22/2016

Best wishes for a holiday season filled with

11/24/2015

Happy Thanksgiving from Crossroads Retirement Solutions!

At Crossroads Retirement Solutions, we're thankful for many things. As we count our blessings, we count ourselves extremely lucky to have such wonderful clients and partners. As we are all recovering from this incredible storm, we are lucky to live in and work with an amazing community. Wishing you and your families a very happy Thanksgiving and joyful holiday season.

10/01/2015

National Save for Retirement Week (October 18 - October 25, 2015) is a national effort to raise public awareness about the importance of saving for retirement. National Save for Retirement Week is held every year during the third week of October. The week provides an opportunity for employees to reflect on their personal retirement goals and determine if they are on target to reach those goals. It’s a great opportunity for all of us working together in this industry to reach out to our clients and potential clients to assist them during this week.

Goals for National Retirement Security Week:
• Make employees more aware of how critical it is to save now for their financial future
• Promote the benefits of getting started saving for retirement today
• Encourage employees to take full advantage of their employer-sponsored plans by increasing their contributions

12/22/2014

As the holiday season is upon us, we find ourselves reflecting on the past year and those who have helped shape our business. It's been quite a year for us as there have been many changes. We have watched our clients and our collaborative partners develop, retire and embark on new ventures. As we continue to grow and evolve, we are humbled, optimistic and hopeful with what 2015 has in store.

We hope that 2014 has been just as memorable for you, your colleagues and your loved ones. May the new year bring you much success and we look forward to working with you for years to come.

With the warmest regards,
Crossroads Retirement Solutions

06/19/2014

As you are wrapping up your 2013 plan administration with your current TPA, it's a nice time to review their fees and services. What will they be charging for the upcoming PPA restatement document cycle? What are they doing with any potential revenue sharing that your plan is earning? We always offset 100% of this money with your client fees, is your TPA doing this? Contact me at [email protected] or www.crossroadsretirement.com

We are...Crossroads Retirement Solutions....we are here to help you and your business plan for your future...and the future of generations to come.

10/16/2013

http://www.spokanehowsbusiness.com/news/archiveStory.asp?theArticle=2442

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08/10/2013

Thank you for your interest in our services for retirement plans, we appreciate the opportunity to work with you. We offer professional assistance in the design, installation, compliance and on-going administration of 401(k) Plans, Profit Sharing Plans, and Pension Plans. We believe that we are part of your "retirement solutions team" and being on that team is our privilege.

08/10/2013