Never miss a story — sign up for PLANSPONSOR newsletters to keep up on the latest retirement plan benefits news.
Products October 29, 2007
California Co. Launches Cash Balance Plan Web site
October 29, 2007 (PLANSPONSOR.com) - Kravitz has
launched a Web site focused on cash balance plans to help
retirement plan advisers, providers and third party
administrators grow their retirement plan business.
Reported by Adrien Martin
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 .