Our Mission

We help business owners accelerate retirement and reduce the tax burden with innovative tax-efficient Cash Balance plans. We empower financial advisors, Third Party Administrators and other retirement professionals with education, tools, training, support and back-office solutions to grow their businesses with Cash Balance plans.

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Business owners: are you a good candidate?

See if a Cash Balance plan is right for you. Learn more >

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Cash Balance 101

A simple look at what it is and how it works. Learn more >

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Advisors: Looking to Grow Your Business?

Join our Cash Balance Coach® program. Learn more >

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Third Party Administrators: Partner With Kravitz

Cash Balance Plans offer a growth opportunity. Learn more >

Cash Balance Learning Resources

Our website offers a wide range of educational resources, articles, reports and web-based training materials to help business owners and retirement industry professionals learn about Cash Balance retirement plans. We invite you to sign up for email updates and contact us with questions.

ARTICLES

Updates and analysis on Cash Balance plan topics from law changes to investments.

WEBINARS

Stay current on Cash Balance news and trends, and get ideas for your business.

CALCULATORS

Use our online calculators to see how much you can save in a Cash Balance plan.

CASE STUDIES

See how Cash Balance plans have made an impact for our clients.

TRAINING

Webcasts, seminars and other Cash Balance learning opportunities.

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