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VerifiedFinancial Services· Founded 1977

Kravitz, Inc

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 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.

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HeadquartersEncino, United StatesEmployees36(51 to 200)Annual revenue$50M to <$100MFounded year1977Websitecashbalancedesign.comLinkedIn profileLinkedIn

Verified contacts

31

available on Kipplo

LinkedIn employees

36

51 to 200 range

Open roles

no listings

Distinct roles

22

indexed titles

Tech stack

2

tools in use

Monthly traffic

872

organic / mo

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Top roles at Kravitz, Inc

22 distinct titles indexed · top 10 shown.

  • 5consultant
  • 3actuary
  • 2actuarial specialist
  • 2retirement plan consultant
  • 1a r coordinator
  • 1accounting coordinator accounts receivable
  • 1accounts receivable specialist
  • 1actuarial analyst
  • 1actuarial specialist ii
  • 1actuarial specialist manager
  • +12more titles

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