Creative Benefit Strategies
Financial Services • 
United States • 11-20 Employees
Company overview
| Headquarters | United States |
| Phone number | +14407171600 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Cash Balance Plans, Cross Tested 401(K) Plans, Professional Plan Design, Social Security Integrated |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
Key Contact at Creative Benefit Strategies
Steve J. Persons
Owner
Creative Benefit Strategies Email Formats
Creative Benefit Strategies uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@creben.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@creben.com | 75% |
{first name}{last name} | johndoe@creben.com | 25% |
About Creative Benefit Strategies
Running a small business comes with enough challenges—retirement plans shouldn’t be one of them. At Creative Benefit Strategies (CBS), we specialize in helping small and mid-sized businesses design and manage smart, flexible retirement plans that attract talent, reduce taxes, and support long-term growth. Since 1995, we’ve offered personalized consulting, actuarial expertise, and hands-on plan administration to business owners nationwide. Whether you’re looking to set up a 401(k), add a Cash Balance Plan, or optimize what you already have, our team makes the complex simple—and keeps your plan running smoothly. We understand the needs of small businesses because we are one. That means you’ll always get responsive service, straightforward advice, and custom solutions that evolve with your goals. Our licensed actuaries are also authorized to represent you before the IRS—so you’ll have experienced professionals in your corner if the need ever arises. We bring expert guidance and a long-term partnership to every plan we build.
Creative Benefit Strategies revenue & valuation
| Annual revenue | $28,100,000 |
| Revenue per employee | $2,158,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $89,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Creative Benefit Strategies has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Creative Benefit Strategies has never raised funding before.
Creative Benefit Strategies Tech Stack
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Australia
United Kingdom
Canada
Frequently asked questions
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