Kravitz Back Office Solutions

Your Cash Balance Partner

Expand your plans. Expand your business. Learn More ►

National Research Report and Webcast

Gain insights into the fastest growing sector of the retirement market. Learn More ►

Get into the Cash Balance Business

Don’t miss out on the fastest growing sector of the retirement plan market. Learn More ►

Free plan designs and sales tools.

Find out why so many TPAs choose Kravitz Back Office Solutions. Learn More ►

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.

Get Started Now >

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

Learn More

What Third Party Administrators Are Saying

Our experience with Kravitz Back Office Solutions has been excellent, and we’ve had strong sales success. The staff are incredibly helpful, knowledgeable and responsive. They take as much time as necessary to answer the multitude of questions I have and are very patient in doing so. The ability to offer Cash Balance plans to my clients has helped my business substantially.

We’re consistently impressed with the quality of service, depth of expertise and marketing support from Kravitz Back Office Solutions. Our clients are happy, sales are up, and our bottom line shows very positive results. Expanding into the Cash Balance market by partnering with Kravitz has been a key part of our successful growth strategy for the past four years.

I give Kravitz Back Office Solutions a 10 out of 10 for service, quality and timeliness. The staff are very approachable and always handle my questions and concerns in a timely manner. My clients are very pleased with their Cash Balance plan services and I appreciate the seamless administration and support.