Kravitz Releases National Cash Balance Research

May 13, 2008

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Kravitz Expands National Presence with the Opening of Six New Offices

April 21, 2008

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Kravitz Introduces Fixed Fee Billing

February 19, 2008

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Kravitz Issues Information Release Regarding New Rules for Cash Balance Retirement Plans

February 13, 2008

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Kravitz Launches First and Only Investment Strategies Exclusively For Cash Balance Retirement Plans

January 7, 2008

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Kravitz Offers Cash Balance TPA Partners Program

November 15, 2007

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Kravitz Launches Website Dedicated to Cash Balance Retirement Plans

October 29, 2007

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Upcoming Events:

April 16, 2008

The Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists
Screen Actors Guild, Burbank, CA
Daniel Kravitz will speaking on Cash Balance Plans  

April 30, 2008

Western Pension Spring Summit
Pickwick Gardens Conference Center, Burbank, CA
Jay Luber will speaking on the "Basics of DB/DC Design"

June 6, 2008

401(k) Coach Masters Program
Sheraton Bradley Hotel, Hartford, CN
Ken Guidroz will be speaking on Cash Balance Plans

Recent Appearances:

April 9, 2008

Santa Barbara Health Underwriters Association
Hotel Mar Monte, Santa Barbara, CA
Daniel Kravitz will speaking on 401(k) Plans  

April 9, 2008

PlanSponsor Institute
Stamford, CN
Jay Luber will speaking on Cash Balance Plans  

November 28, 2007

Los Angeles Estate Planning Counsil
City Club on Bunker Hill, Los Angeles, CA
Ken Guidroz spoke on Cash Balance Plans

October 31, 2007

AXA Qualified Plan Seminar

Roanoke, VA
Ken Guidroz spoke on Cash Balance Plans

September 18, 2007

Los Angeles Association of Legal Administrators, Finance Chairs Meeting
Los Angeles, CA

Ken Guidroz spoke on Cash Balance Plans in law firms

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