Cash Balance Plan Provider

Easily navigate the crowded vendor landscape

Cash balance plan providers offer tax-advantaged retirement plans for employees where only the employer contributes funds to the account.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

Vendor Banner Cash Balance Plan Provider Q1  2024

Q1 February 2024: Winners

Top 0 Cash Balance Plan Provider

List of the top 0 Cash Balance Plan Provider in Shortlister as of February 2024, presented in the order they appear in the full Vendor Listing tab.

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    Features

    • Global Capabilities
    • iOS Native Application
    • Android Native Application
    • Responsive Design
    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
    • NCQA Accredited / Certified
    • 3rd Party Integrations
    • URAC Accredited
    47 Vendors
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    Reviews pending
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    Empower Retirement

    Empower Retirement is guided by a vision to revolutionize workplace retirement savings. We believe people deserve better than a one-size-fits-all solution. That’s why we take a collaborative approach to retirement planning that’s driven by personalization... View Full Profile

    Employees
    5001-10000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Emparion

    At Emparion, we are a leading provider of strategic retirement services. We are third-party administrators and not financial advisors or custodians.Our goal is to educate our clients on strategies that aren’t often understood or implemented by CPAs or ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
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    Reviews pending
    Full Reviews Breakdown

    Ascensus

    We work hard every day to help millions of Americans save for what matters—retirement, education, and healthcare. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
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    Reviews pending
    Full Reviews Breakdown

    401GO

    The most innovative 401(k) platform in the world! We build our system from scratch to solve one of the most important solutions you need to strengthen your business. The 401(k) industry is expensive, slow and very inefficient. We created 401GO to solve these ... View Full Profile

    Employees
    28
    Lives Serviced
    32,000
    Funding
    7.5M Seed Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    401(k) Plan
    403(b) Plan
    Profit Sharing Plan
    Average Cost
    - - -
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    Reviews pending
    Full Reviews Breakdown

    Hall Benefits Law, LLC

    HBL's experienced team provides employee benefits legal compliance support for Cash Balance Plan Sponsors regardless of geographic location or company size... View Full Profile

    Employees
    10
    Lives Serviced
    250,000
    Funding
    1 None
    Minimum Group Size
    50 eligible
    Features
    Top Offerings
    Retirement Plan Consulting
    HR Compliance Services
    Employee Stock Ownership Plan (ESOP)
    Average Cost
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    5.0 (1 reviews)
    Full Reviews Breakdown

    Fiducient Advisors

    We have more than a decade of extensive experience with cash balance plans, particularly professional service firms with a focus on law firm partner plans. We remain committed to our basic philosophy that clients should invest their cash balance plan assets in... View Full Profile

    Employees
    200
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Retirement Plan Consulting
    401(k) Plan
    Cash Balance Plan
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
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    CBIZ

    CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Findley

    We are an independent human resources and employee benefits consulting and solutions firm that delivers value, responsiveness, and expertise to help clients navigate today’s evolving business environment. For 50 years, we have partnered with clients to align... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
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    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Relation Insurance

    In a world of increasing complexity, close client relationships and strategic carrier partnerships are only part of the insurance experience. Clients need brokers to stay ahead of the curve, provide intelligent, tailored solutions backed by deep experience, ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
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    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Charles Carroll Financial Partners

    Charles Carroll Financial Partners is an independent financial planning and investment advisory firm serving clients throughout the U.S.As independent fee-only financial advisors, our priority is helping clients to achieve their personal financial goals using ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
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    Not Provided
    Minimum Group Size
    No Minimum
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    Reviews pending
    Full Reviews Breakdown

    CUNA Mutual Group

    We were founded in 1935 by credit union pioneers, and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™-branded consumer insurance ... View Full Profile

    Employees
    1001-5000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
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    Reviews pending
    Full Reviews Breakdown

    Feltz WealthPLAN

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
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    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Franklin Templeton

    Franklin Resources, Inc. (www.franklinresources.com) is a global investment management organization operating as Franklin Templeton. The products, services, information and materials referenced in this site may not be available to residents in certain ... View Full Profile

    Employees
    5001-10000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
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    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Lafayette Life Insurance Company

    Today, we provide life insurance and annuity products to individuals and small businesses through multiple distribution channels. Our individual product portfolio includes whole life, term life, and annuities. In addition, we serve small to medium-sized ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Lurie

    Lurie is a different kind of accounting and advisory firm, made great by exceptional talent, entrepreneurial spirit and drive. For the 5th year in a row Lurie, LLP was named one of the “100 Best Companies to Work For” by the Minnesota Business Magazine, ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
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    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    October Three Consulting LLC

    October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the country. A primary focus of the consultants at October Three is the design and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
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    Reviews pending
    Full Reviews Breakdown

    Pentegra

    Since its beginning more than 70 years ago, Pentegra has been a company that defines itself more by its values than a particular product or service. We’ve built our business by doing what we do the right way. By putting participants first. By accepting ... View Full Profile

    Employees
    251-500
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
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    Reviews pending
    Full Reviews Breakdown

    Redrock Wealth Management

    We help our clients find their balance between spending too much, and living too little. Once we help them find that balance, we help them execute a comprehensive retirement plan designed to squeeze every last dime out of their retirement.For those clients ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
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    Reviews pending
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    TIAA

    TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people. We support our customers ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
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    Not Provided
    Minimum Group Size
    No Minimum
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    Average Cost
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