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Cash Balance Outsource Solutions for TPAs

Kravitz Back-Ofice Solutions

Kravitz Back-Office Soutions is part of the Kravitz family of companies, America’s leader in Cash Balance retirement plans. Since 2011, Kravitz Back Office Solutions has been delivering private label actuarial services to Third Party Administrators (TPAs) across the country, helping them grow and succeed with Cash Balance plans. 

Kravitz Back-Office Solutions helps Third Party Administrators get into the Cash Balance business quickly, seamlessly and affordably. Kravtiz offers a complete back-office solution for Cash Balance plan administration with a flexible pricing structure and friendly personalized service every step of the way. More than just actuarial excellence, we deliver peace of mind for you and your clients. 

Some of the benefits of partnering with Kravitz Back-Office Solutions includes:

  • You (the TPA) control the client relationship and set your own pricing
  • Free plan designs, training, sales tools and marketing support
  • Responsive, timely service and technical excellence powered by Kravitz
  • Online daily recordkeeping for participant accounts
  • Expand your business and improve client retention

For more information on how Kravitz Back-Office Solutions, can help your TPA firm in the daily valuation record keeping market, please contact Dan Kravitz, President, at 818-379-6162, please be sure to mention TPAbenchmarkSM or if you'd like us (Hynes Associates) to facilitate a personal introduction, please feel to contact us directly at 516 541 0747.  Thank you for your interest.

Daily Valuation Record keeping Platforms for TPAs

The Open-Architecture Marketplace for TPAs, is growing dramatically.  However, many Administrative-Only TPAs, while desiring to provide their advisors with a solution in this market, do not wish to add or maintain a daily valuation record keeping platform in-house.  We are pleased to provide you with a list of Providers that are offering daily valution solutions to TPA partners in this marketplace.  In this section of our industry resource center, you will find a list of Providers to contact and obtain more infromation on their capabilities:

EPIC Advisors, Inc.

EPIC Advisors, Inc.

At EPIC, we create custom solutions for financial services companies to help them grow their book of retirement plan business.  We do this by providing open-architecture record keeping and/or administration solutions.  Over 20 years of success has come from partnering with advisors and TPAs, to develop, manage and promote a premium retirement plan program.  We enable you (our TPA partners) to reduce costs, generate new revenue and strengthen customer loyalty by having more time with your clients.  At EPIC, our passion is your success!

For more information on how EPIC Advisors, can help your TPA firm in the daily valuation record keeping market, please contact Brian Lenz, National Sales Director, at 585-362-4259, please be sure to mention TPAbenchmarkSM or if you'd like us (Hynes Associates) to facilitate a personal introduction, please feel to contact us directly at 516 541 0747.  Thank you for your interest.

California Pensions

At California Pensions, we make several structures available to TPAs:

Private Label: California Pensions is known to your client.  We give you access to our systems; your staff handles all recordkeeping duties.

Fully Disclosed: California Pensions is known to the client and has a seperate agreement.  We handle all the recordkeeping.  You handle traditional TPA functions.

Hybrid: California Pensions works with you 9our TPA partners) to develop a work flow.  We can brand websites, statements, as needed.  Work flow can be split between firms. Perfect for the TPA who wants to test the waters.

For more information on how California Pensions, can help your TPA firm in the daily valuation record keeping market, please contact William Barbato, Executive Vice President & Chief Operating Officer, at 310-461-0340, please mention TPAbenchmarkSM or if you'd like us (Hynes Associates) to facilitate a personal introduction, please feel to contact us directly at 516 541 0747.  Thank you again for your interest.

 

Advisor Business Growth

Helping Advisors Grow Their 
Retirement Business.

"I just wanted to send a quick note to say that your website www.tpabenchmark.com was helpful to me when looking for administrators and TPAs for my client last year, and I will continue to use in the future for all my client's needs in this area. In addition, the support and service I've been given by Hynes Associates has been fantastic. Thanks for your help in the past, and I look forward to working with you all in the future."
(~Advisor, Louisiana)

To learn more about how you can help your advisors achieve greater sales success, with TPAbenchmark.com, please CLICK HERE to contact us.

TPA New Business Contacts

Connecting TPAs to Serious 
Retirement Plan Advisors

"We've been very pleased with our participation in www.tpabenchmark.com. The feedback from advisors on this service is very encouraging. We appreciate the opportunity to connect with serious retirement plan advisors and the www.tpabenchmark.com site is a great tool for doing just this. We're delighted to be involved with the site and look forward to continuing to support advisor introductions through the service."
(~TPA Firm Owner, Southeast, U.S.)

If you are a TPA focused on the advisor-market, and you'd like to learn more about becoming involved, please CLICK HERE to learn more.

Value-Added Provider Resources

Providing Value-Added 
Resources to Strengthen 
Advisor Relationships

"We are excited to be teaming up with TPAbenchmark.com and offering our advisors comp- limentary access to this resource. Being able to provide advisors focused on the retirement plan market a means to connect with TPA's is another way we can offer the leadership, strategies, and resources to support these advisors in building their business."
(~Vice President, Retirement Services Firm)

CLICK HERE to learn more about ways for you to become involved in TPAbenchmark.com today!