California Co. Launches Cash Balance Plan Web site
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 .
You Might Also Like:
The Factors at Play in IBM’s Shift to a Cash Balance Plan Reviewed
Administration Basics: What Is a Strategic DB Plan Termination?
More Retirement Plan Sponsors Turning to Cash Balance Plans
Small business continues driving cash balance growth, with 92% of cash balance plans in place at firms with fewer than...