Who We Serve

We are proud to serve more than 1,300 clients with retirement plans covering 150,000 participants, representing $1.3 billion in assets.

We serve clients in all 50 states and in almost every industry sector, including law, medicine, insurance, entertainment, technology, pharmaceuticals, accounting, engineering, retail, manufacturing and non-profit. Our clients range in size from small plans with one or two participants to 1,500 or more.

Our clients’ retirement plan goals vary, but a few themes consistently top their lists:

  • Help attract and retain top talent with a compelling retirement plan
  • Reduce the tax burden with a well designed tax-efficient qualified plan
  • Defer compensation for principals and other key executives

Learn more about why so many leading firms across the nation choose Kravitz.