Kravitz Brings Operations to New York Area

Cash balance plan provider Kravitz announced it has opened a New York office to develop its business in the Northeast and serve existing customers. 

A news release said Carlos Tariche will lead the New York office as Regional Sales Director, bringing more than 20 years of experience in retirement plan sales, consulting, and administration.  Tariche will also support a network of financial advisers in their cash balance plan-related activities. 

Kravitz has eight regional satellite offices in addition to corporate headquarters in the Los Angeles area.  

“New York is a close second to California in terms of companies adding Cash Balance Plans, and we’re also seeing strong growth in Connecticut and New Jersey,” said Dan Kravitz, President of Kravitz, Inc., in the announcement. 

More information about the company is at