The Opportunity with Cash Balance Plans
Steve Sansone shares with PLANADVISER what advisers need to know about breaking into the cash balance marketplace.
Steven S. Sansone,
Kravitz Investment Services
Steve Sansone has spent twenty-five years in the retirement plan industry as an investment wholesaler and RIA. He currently is a Principal at Kravitz Investment Services and a Vice-President of Payden/Kravitz, a joint venture between Payden & Rygel and Kravitz Investment Services, offering the Payden/Kravitz Cash Balance Pension Plan Fund.While Steve does maintain a successful RIA practice of over 100 clients and $200 million, his main focus is helping Advisors and TPA firms grow their practice through cash balance plan strategies. Steve is a frequent speaker at National Conferences, a presenter for the Kravitz Cash Balance Coach program and is co-authoring a book on Cash Balance Plans to be released in the fall of 2009. He graduated from the SUNY Buffalo School of Law (Cum Laude) and serves as a member of the Board of Directors for Bank of Santa Clarita, in Santa Clarita, California.