| Kravitz is the largest independent firm of retirement plan consultants headquartered in California. We are experts in designing and administering all types of retirement plans, including 401(k), cash balance, pension, profit sharing, ESOP and executive plans.
Who We Serve
We serve more than 1,000 clients in the manufacturing and service industries, including law, medicine, insurance, entertainment, internet services, pharmaceuticals, accounting, engineering, retail, steel and trucking. Their goals vary, though two themes consistently top their list:
- Help attract and retain employees.
- Defer compensation for principals and other key executives.
Kravitz is committed to delivering exceptional value to our clients
- We keep you informed about the important changes in our field. For example, our frequent newsletters, client seminars and workshops are designed to share timely and pertinent information that may impact your plan and your bottom line.
- Our consultants attend advanced classes and are encouraged to seek advanced degrees in their areas of strength. We also hold frequent staff meetings to "pool" our individual areas of expertise, so that our consultants see the "big picture" as it relates to their clients' retirement plans. This emphasis on "total knowledge immersion" provides you with a powerful information resource that we encourage you to tap into.
- We listen to your suggestions and implement them in ways that continually make our communications with you more effective.
Experience + Diversity = Strength
Experience counts in the complex field of retirement plans. Our highly diverse client base, with their equally diverse objectives, helps us to stay on the leading edge of retirement plan breakthroughs and efficiencies. Our consultants, actuaries and other specialists provide valuable, solution-based experience in the design and administration of virtually every type of retirement plan available.
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