The cash balance hotline, 1-877-CB-Plans (1-877-227-5267), provides advice on design, implementation and management as well as assistance with other general questions, Kravitz said in a news release.
The phones will be staffed Monday through Friday from 8:30 a.m. to 5:30 p.m. Pacific Time.
“While knowledge of cash balance plans has definitely increased, many advisers, CPA’s and third-party administrators still have questions and need assistance,” said Dan Kravitz, President of Kravitz. “Our goal is that the Cash Balance Hotline facilitates bringing together all parties involved with these plans, to help them understand the opportunities cash balance plans present, and support them in selling and implementing the plans.”
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