Cash Balance Plan Consultant Expands Nationwide

Kravitz, a consultant in the design, implementation, and management of cash balance pension plans, announced its nationwide expansion with the opening of six satellite offices.

The new satellite offices are located in Las Vegas, Nevada, Atlanta, Georgia, Washington, D.C., Charleston, South Carolina, Salt Lake City, Utah, and Ann Arbor, Michigan. The announcement said the rapid growth in popularity of cash balance retirement plans has fueled the expansion.

“The new offices enhance the company’s breadth and capacity to fully support and serve our growing network of partners and clients with a focus on cash balance retirement plans,” stated Dan Kravitz, President of Kravitz, in the announcement.

To help meet the increasing demand for cash balance retirement plan design, Kravitz recently launched a Web site focused on cash balance plans to help retirement plan advisers, providers, and third party administrators grow their retirement plan business and introduced the Cash Balance Coach program for advisers (See New Web Site Helps With Cash Balance Plan Business) and the Cash Balance TPA Partners Program, working with retirement plan third party administrators (See Adviser Partners with TPAs in Management of Cash Balance Plans). The company also released the Kravitz Cash Balance Maturity Portfolios, a series of portfolios developed exclusively for cash balance plans (See Kravitz Unveils Asset Allocation Solution for Cash Balance Plans).

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