Cash Balance Online

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  • Instantly start your
    Cash Balance Business

    A simple and affordable way to get into the Cash Balance business without the high cost of software acquisition and actuarial staffing. Cash Balance Online™ is a new and innovative web based back office solution for Third Party Administrators.

  • You are
    minutes away
    from your own
    Cash Balance
    Business












    Sign Up

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Benefits Value

Benefits to you as a TPA:

You control the client relationship, Kravitz does the administration   Expand your 401(k) business, improve client retention and profitability
Affordable pricing, making Cash Balance more accessible   You set the pricing for your clients
Private label option: customize the platform with your own branding   Be the first to offer your clients and plan participants online daily access to their Cash Balance accounts
As a TPA, you don't need to miss out on the nation's fastest growing retirement plan category due to costs, staffing, timing or any other challenges. You can get into the Cash Balance business today.
Benefits Value

Your clients enjoy:

Daily access to Cash Balance accounts

   Single point of contact for their 401(k) Plan and Cash Balance Plan – You, their TPA
Friendly, intuitive online access for participants, plan sponsors and their advisors   Instant electronic distribution of plan notices, forms and participant communications
Reduced workload for plan administrators

   Accessible pricing
As a TPA, you don't need to miss out on the nation's fastest growing retirement plan category due to costs, staffing, timing or any other challenges. You can get into the Cash Balance business today.

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Learn more about Cash Balance Online™ and growing your TPA business with Cash Balance Plans. We protect your privacy and will not share your information with others.