Kravitz, Inc. Information

Kravitz is the national leader in Cash Balance plan design and administration, providing innovative tax-efficient retirement plans to more than 1,200 companies across the country. Founded in 1977, we are a full service actuarial and retirement plan consulting firm, headquartered in Los Angeles with offices in New York and satellite offices in nine states. We are helping more than 150,000 people retire successfully and currently have over $1.2 billion in retirement assets under administration. We proudly partner with thousands of financial advisers and TPAs across the country, bringing the advantages of Cash Balance retirement plans to successful business owners and their employees, helping accelerate retirement savings while significantly reducing the tax burden. Kravitz is also a national leader in research, education and training focused on Cash Balance plans. More than 750 retirement professionals have graduated from our Cash Balance Coach™ certification program, and we published a widely acclaimed book, "Beyond the 401(k)." Our annual National Cash Balance Research Report is a go-to source for retirement industry reporters and has been cited by the Wall Street Journal, MarketWatch, Business Insurance Magazine, PlanAdviser and many other leading publications.