Kravitz to Offer Cash Balance Plan Administration Workshops

Kravitz, provider of cash balance plan design and administration, is launching a series of free Cash Balance Administration workshops and Webinars for plan sponsors.

According to a press release, Kravitz consultants will teach participants cash balance basics and provide insight into how to manage day-to-day plan administration issues. The workshop will include topics such as data submission timelines, actuarial reports, funding, testing, valuations, trusts, and investments.

The workshops will take place in January, March, and May. A session will be hosted at Kravitz headquarters in Los Angeles, while others will be conducted as interactive Webinars, the company said. In-house workshops are limited to Kravitz clients, but anyone is welcome to participate in the Webinars.


For registration or for more information, www.CashBalanceDesign.com, e-mail Seminar@KravitzInc.com, or call 818.379.6182.


For more stories like this, sign up for the PLANADVISERdash daily newsletter.

«