Cash Balance Online

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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.

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.