Deals & People November 15, 2007

Adviser Partners with TPAs in Management of Cash Balance Plans

Kravitz, a consultant in the design, implementation, and management of cash balance pension plans, has introduced the Cash Balance TPA Partners Program.
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The Cash Balance TPA Partners Program is developed exclusively for TPAs (third-party administrators) to meet the unique needs and complexities of cash balance plans, according to a press release. Available to retirement plan TPAs nationwide, the Cash Balance TPA Partners Program, features customized design, implementation, and administration strategies and are supported by a team of Kravitz experts who focus exclusively on the highly complex market niche of cash balance plans.

“The question is not whether Cash Balance Plans will become common in highly profitable companies, but rather which TPAs will be there to help them,” said Dan Kravitz, President of Kravitz, in the announcement. “The Cash Balance TPA Partners Program will help TPAs strengthen and expand their existing relationships and provide them with a powerful new program for their potential new clients.’

For more information on the Cash Balance TPA Partners Program, contact Ken Guidroz at 818-379-6165.

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