Kravitz, the national Cash Balance leader, has launched an Alliance program open to qualified TPA firms throughout the country. Our goal is to help TPA firms like yours offer all the advantages of Cash Balance Plans to your clients, without having to hire actuaries and invest in specialized staffing.

Interested in becoming a Kravitz TPA Alliance partner?
Get in touch: (877) CB-Plans or email@kravitzinc.com

Get into the Cash Balance business today with Cash Balance Online™, an innovative new web-based back office solution for TPAs. You can deliver your own branded Cash Balance product for your clients, easily and affordably.

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How our TPA Alliance Program Works:

• Kravitz helps you promote and sell Cash Balance Plans to your clients and prospects.

• After a plan sells, you administer the defined contribution plan, while Kravitz manages the Cash Balance Plan and cross-testing.

• Kravitz pays you a share of revenue for each new Cash Balance Plan sold.

• Both parties are protected by a formal TPA Alliance Agreement.

Key Benefits for Your Firm:

1. Immediate access to the fast-growing Cash Balance marketplace. Demand has soared following recent law changes and in response to rising tax rates.

2. High-impact Cash Balance illustrations emailed to you within 72 hours of receiving a census.

3. Marketing support and joint seminars/webinars. Options for co-branding Kravitz promotional materials and videos.

4. Assistance closing the Cash Balance sale: joint conference calls, webcast presentations and on-site meetings if needed.

5. Education and training for your team through the Kravitz Cash Balance Coach® program.

6. Assistance with choosing an appropriate Cash Balance investment strategy.

7. Revenue share for each new Cash Balance Plan your firm brings to Kravitz.