About Kravitz Back Office Solutions
We are part of the Kravitz family of companies, America’s leader in Cash Balance retirement plans. Since 2011, Kravitz Back Office Solutions has been delivering private label actuarial services to Third Party Administrators (TPAs) across the country, helping them grow and succeed with Cash Balance plans. Becoming a Kravitz Back Office partner means that you control the client relationship while we work behind the scenes to provide seamless plan administration services. We empower you with effective sales tools and a top quality product, because if you succeed, we succeed.
Why TPAs choose Kravitz Back Office Solutions:
- Free, fast, crystal-clear plan designs: You’ll receive a customized plan design within three business days after sending us basic census data. Plus a debrief call to discuss options and answer questions so you can effectively present the plan to your client.
- Seamless services with a human touch: Our friendly, dedicated team offers live help and technical support during your business hours.
- You control your profitability: Our cost-effective fee structure and multiple service levels allow you to set your own profitability goals and margins.
- All-inclusive fees: Annual administration includes a signature-ready Form 5500 with all schedules, combo testing and profit-sharing calculations, actuarial report, AFTAP certification, PBGC premium filing and more.
- Technical excellence and timeliness guaranteed: Work products are powered by Kravitz, with more than 25 years of Cash Balance expertise and national leadership.
- Private labeling – you own the client relationship: We never contact your clients directly, and you can custom-brand our products. Or you can leverage the Kravitz brand – it’s your choice.
- Online daily recordkeeping: Your clients will enjoy instant online access to their accounts from any computer or mobile device.
- Education and training to empower your team: We share the Kravitz Cash Balance brain trust with our TPA partners, offering training on all aspects of plan administration, investments and sales.
- Proven record of success: More than 150 TPA firms across the country are succeeding and growing with Kravitz Back Office Solutions. Read what some of them have to say about working with us.
Becoming a Kravitz Back Office partner means that you control the client relationship while we work behind the scenes to provide seamless plan administration services.