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:
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.
Your single point of contact, always accessible.
Expertly crafting your custom plan document and keeping it in full compliance with regulatory changes.
Ensuring your plan passes all annual IRS compliance tests, and delivering precise annual contribution calculations each year.
Stellar team of 11 specialized Cash Balance actuaries ensure optimal plan design, AFTAP certifications, accounting disclosures and more.
Skillful trust accounting and on-time delivery of meticulously prepared Form 5500s.
Efficient, friendly customer service delivering timely benefit distributions to your plan participants.