According to a press release from the California-based company, www.cashbalancedesign.com will also help these parties learn how cash balance plans work and how to identify cash balance candidates.
The Web site also features a Cash Balance Coach Program to help retirement plan advisers carry out one-on-one coaching and prepare custom prospect plan illustrations and co-branded sales and marketing materials.
“Our mission is simple: to create a single, comprehensive source and help retirement plan advisers, providers and third party administrators grow their 401(k) and investment advisory business with cash balance plan designs,” said Daniel Kravitz, the president of the company, in the news release.
For more go to www.lkravitz.com .
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