Cash Balance Plan Provider

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Cash Balance Plan Provider Q4  2021

Q4 October 2021: Winners

Top 0 Cash Balance Plan Provider

List of the top 0 Cash Balance Plan Provider in Shortlister as of October 2021, presented in the order they appear in the full Vendor Listing tab.

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47 Vendors
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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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Key Clients
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Clients Your Size
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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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Top Offerings
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Clients Your Size
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Reviews pending
Full Reviews Breakdown

Lincoln Financial

Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, ... View Full Profile

Employees
5001-10000
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
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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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Average Cost
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Reviews pending
Full Reviews Breakdown

MetLife

We live in a time of unprecedented change. A time when economies, regulations, and social safety nets are all in flux. Customers around the globe have told us they’re overwhelmed by the pace of change and are looking for a trusted partner to help them ... 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

Capital Group

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
268M Series E
Minimum Group Size
No Minimum
Features
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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
5001-10000
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
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Key Clients
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Clients Your Size
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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
Funding
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
0
Minimum Group Size
No Minimum
Features
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Average Cost
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Key Clients
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Clients Your Size
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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
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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
0
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
51-100
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
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Key Clients
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Clients Your Size
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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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Key Clients
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Clients Your Size
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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
101-250
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
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Key Clients
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Clients Your Size
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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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Key Clients
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Clients Your Size
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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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Key Clients
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Clients Your Size
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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
Top Offerings
Average Cost
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Key Clients
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Clients Your Size
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Reviews pending
Full Reviews Breakdown

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
10001+
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
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Clients Your Size
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Reviews pending
Full Reviews Breakdown

True North Retirement

We spend all our time focused on building a retirement benefits program that actually generates results. We work to save you time, money and frustration. The truth is, most advisors just dabble in the 401k, which means you get sold a product and they disappear... 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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Key Clients
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Clients Your Size
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Reviews pending
Full Reviews Breakdown

Wegner CPAs

Wegner CPAs is about people – our clients, our employees, our community. Our professionals guide individuals, businesses and nonprofits with personal service, education, and knowledge. We listen, research, advise, and implement solutions to guide you on a ... View Full Profile

Employees
101-250
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
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