Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products October 30, 2007
New Web Site Helps With Cash Balance Plan Business
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 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.