• Kravitz Inc.
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877.CB.PLANS (818.995.6100)

Cash Balance and Retirement Plan Design

Kravitz Cash Balance
Kravitz Cash Balance Design
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  • Cash Balance Coach®
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  • Home
  • About
  • Resources
    • Resources
    • Cash Balance 101
    • Contribution Limits
    • Calculators & Tools
    • Research Report
    • Webcasts & Videos
    • Book
    • 10 Questions to Ask Your Actuary
  • Cash Balance Coach®
    • Cash Balance Coach®
    • Program Benefits
    • Testimonials
    • Registration
    • Members’ Section
  • Case Studies
    • Case Studies
    • Small Business
    • Large Medical Group
    • Medical Director Interviews
    • Large Law Firm
    • Small Law Firm
    • Radiology Group
  • News & Media
    • News & Media
    • Articles
    • Events
    • Press Releases
  • Plan Investments
    • Plan Investments
    • Investment Strategies
    • Cash Balance Collectives
    • Fund Overview
  • Contact
  • Kravitz Website
  • Kravitz Back Office Solutions

Our Service Model

  • About
  • Sales Team
  • Why Kravitz?
  • Who We Serve
  • Vision & Values
  • Our Service Model
  • History

OUR SERVICE MODEL

At Kravitz, each client works with a  top-level, dedicated consultant who provides a degree of service and knowledge that is rarely matched in our industry.

You enjoy a single point of contact for all your day-to-day service needs and questions, while behind the scenes our expert actuaries, testing specialists and plan administrators ensure that every aspect of your plan is managed seamlessly, in full compliance with regulatory requirements and deadlines.

Your dedicated consultant’s singular goal is to be your strategic partner:

  • Identifying innovative plan designs that meet your unique business objectives and retirement goals
  • Finding ways to ease the burden of plan administration
  • Ensuring your plan adapts to your changing needs, based on factors such as hiring, employee demographics, legal and regulatory changes

Our exceptional Service Model is built on a process of continuous improvement drawing on results of an annual client survey conducted by an independent firm. We are proud to enjoy an average 94% client satisfaction rating, with 94% of our clients saying they would recommend Kravitz to a friend or colleague.

  • Dedicated Consultant with Concierge Support

    Your single point of contact, always accessible.

  • Plan Document Services

    Expertly crafting your custom plan document and keeping it in full compliance with regulatory changes.

  • Testing Services

    Ensuring your plan passes all annual IRS compliance tests, and delivering precise annual contribution calculations each year.

  • Actuarial Services

    Stellar team of 11 specialized Cash Balance actuaries ensure optimal plan design, AFTAP certifications, accounting disclosures and more.

  • 5500/ Trust Services

    Skillful trust accounting and on-time delivery of meticulously prepared Form 5500s.

  • Loans & Withdrawls Services

    Efficient, friendly customer service delivering timely benefit distributions to your plan participants.

Your Retirement Plan

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CASH BALANCE COACH

  • Cash Balance Coach®
  • Program Benefits
  • Testimonials
  • Members’ Section

News & Media

  • News & Media
  • Articles
  • Events
  • Press Releases

Case Studies

  • Case Studies
  • Small Business
  • Large Medical Group
  • Medical Director Interviews
  • Large Law Firm
  • Small Law Firm
  • Radiology Group

PLAN INVESTMENTS

  • Plan Investments
  • Investment Strategies
  • Cash Balance Collectives
  • Fund Overview
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