Cash Balance Plan design & administration, helping over 150,000 Americans retire successfully. Actuaries having fun.
Los Angeles, CA
Joined January 2009
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📽 Watch as Ken Guidroz, Director of New Plan Design at Kravitz, addresses two of the most common questions business owners have and why a Cash Balance plan may be the perfect answer. #retirement #taxes #financialadvisor #advisor #plansponsor #TPA #cashbalance
🏆 Become a Certified Cash Balance Consultant!🏆
Enrollment is now open for live training through our Cash Balance Coach® certification program. Join more than 2,000 retirement professionals. #retirement #cashbalance #financialadvisor REGISTER TODAY!>> buff.ly/2p3gJc0
📌 Discover how Kravitz delivers its white glove concierge service to help your clients accelerate #retirement and reduce their #tax burden. #financialadvisor #advisor #plansponsor #TPA #cashbalance bit.ly/2yvxRZt
See how a cash balance plan helped these small business owners contribute 75% to 150% more to their savings plans! #retirement #financialadvisor #advisor #plansponsor #TPA #cashbalance bit.ly/2SnpxE8
[News Alert] Ascensus Acquires United Retirement Plan Consultants: Firm Expands FuturePlan Division to Deliver Unmatched Levels of Service, Innovation, and Expertise to a Broader National Client Base. #retirement #financialadvisor #plansponsor #TPA bit.ly/2Z9zbw7
Hear Dan Kravitz talk about how the plan sponsor always comes first, and find out about the Kravitz difference that can help you meet your #retirement and tax-savings goals. #financialadvisor #advisor #plansponsor #cashbalance
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As a financial advisor, do you know what your clients should ask an actuary before partnering? Here’s 10 questions that will help with their due diligence. #financialadvisor #advisor #plansponsor #retirement #cashbalance bit.ly/2IwsZJK
Grab this free cheat sheet that shows you the 2019 #retirement plan limits at a glance! #financialadvisor #advisor #plansponsor bit.ly/2IxbwRf
If you’re looking to expand your knowledge about how #cashbalance plans can benefit your clients, look no further than Cash Balance Coach.® Join more than 2,000 financial advisors and retirement professionals! #retirement #financialadvisor #PlanSponsor. bit.ly/2xNDL7m
Stump us with your #CashBalancePlan questions and you’ll get a chance to win big...last chance to visit booth 402 at #NAPA401kSUMMIT Meet the Kravitz team and learn about @FuturePlanTPA a new national TPA!
Who knew? Cash Balance leader @DanKravitz
not only helps clients save millions for retirement, he’s also a whiz at booth construction. #NAPA401kSummit #FuturePlan #NationalTPA
We’re waiting for you at the Kravitz Booth #402 to take the Cash Balance Challenge. Tell us all about a cash balance question or issue you’ve had and be entered into a drawing to win big! #NAPA401kSummit #financialadvisor #NAPA401k #retirement #cashbalance #financialservices
Congratulations! We are proud to be part of the #FuturePlanTPA family, now the largest provider of #CashBalancePlans in the country. Visit us at #NAPA401kSummit booth 402, beside FuturePlan in 404!
It’s official — FuturePlan by Ascensus, our new brand and new vision for a #nationalTPA is live at #NAPA401kSummit. Come by booth 404 and find out how we support advisors in practice-building!
Will we see you in Las Vegas? Visit Kravitz at booth 402 and get the support you need to sell more cash balance plans, plus be entered to win exclusive prizes! #NAPA401kSUMMIT #NAPA401k #retirement #cashbalance #financialservices
Review our library of case studies to see how #cashbalance plans benefit both small businesses and large law firms. bit.ly/2uFvy43 #financialadvisor #retirement
🏆 Take the Cash Balance Challenge! Visit Kravitz at booth 402 and submit a cash balance question that’s stumped you for a chance to get answers and win. See you in Las Vegas. #NAPA401kSUMMIT #NAPA401k #retirement #cashbalance
How to handle an inherited IRA - watch out for common missteps! on.mktw.net/2BTA2I6
Just 2 days left to nominate an adviser for 40 under 40 - via @newsfromIN
Don’t miss out! Do you know an adviser or influencer in the financial advice industry under age 40 who stands out? Your chance to submit your 40 under 40 nominations ends Feb. 28. Learn more and get started here: bit.ly/2DYEcii #IN40
Just as we suspected, robo-advisers will never replace humans...
New study reveals a strong majority of Americans say that technology shouldn’t replace the services of a human financial advisor. #retirement #401k #advisor bit.ly/2EesgJt
ICYMI: @DanKravitz is now leading the national Cash Balance expansion plan for @AscensusInc! bit.ly/2Vg3fV0