HOW WE CAN HELP

We help Third Party Administrators get into the Cash Balance business quickly, seamlessly and affordably. We offer a complete back-office solution for Cash Balance plan administration with a flexible pricing structure and friendly personalized service every step of the way. More than just actuarial excellence, we deliver peace of mind for you and your clients.

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BENEFITS OF PARTNERSHIP

  • You control the client relationship and set your own pricing
  • Free plan designs, training, sales tools and marketing support
  • Responsive, timely service and technical excellence powered by Kravitz
  • Online daily recordkeeping for participant accounts
  • Expand your business and improve client retention

HOW IT WORKS

We work behind the scenes to ensure each step of the process works smoothly, from initial plan design and plan document creation to annual administration. You can ‘private label’ our products and you always control the client relationship.

Your Client Relationship

Our Back-Office Administration

Happy Clients + Growing Revenue

What Third Party Administrators Are Saying