Cash Balance Plan Provider

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

Empower Retirement

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Company Overview

Founded

1907

Employees

5,001

Funding Summary

Not Provided

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About 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, simplification and exceptional service. And this approach has helped us grow into the nation’s second-largest¹ workplace retirement savings company.
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Emparion

Emparion

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Founded

2017

Employees

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Not Provided

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About 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 financial planners. We examine your situation and offer strategic advice to lower your tax bill and help you grow your retirement.
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Fiducient Advisors

Fiducient Advisors

5.0 (1)
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Product Description

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... Show More
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401GO

401GO

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Company Overview

Founded

2018

Employees

28

Funding Summary

7.5M Seed Round

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About 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 problems allowing you to focus on your future and your business. We look at retirement outside of the box, automating all the things that normally are handled by your business and giving you the freedom to get back to what you do best.
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NWPS

NWPS

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Company Overview

Founded

1994

Employees

193

Funding Summary

None

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About NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We have no conflicts of interest with investments, insurance or other lines of business.

Services
Plan consulting and design
Recordkeeping and actuarial
Compliance and administration
Communication and participant services

We employ imaginative, creative, and practical approaches to meet client needs and address new developments. We work closely with our clients to ensure that their benefit plans are as efficient and effective as possible. Show More
CBIZ

CBIZ

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Founded

1987

Employees

Funding Summary

Not Provided

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About 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 and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment.
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Charles Carroll Financial Partners

Charles Carroll Financial Partners

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Founded

2008

Employees

Funding Summary

Not Provided

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About 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 some of the most sophisticated investment management and financial planning tools in the marketplace.
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CUNA Mutual Group

CUNA Mutual Group

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Company Overview

Founded

1935

Employees

1,001

Funding Summary

Not Provided

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About 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 products; and investment and retirement services to help credit unions and members achieve financial security and success.
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Feltz WealthPLAN

Feltz WealthPLAN

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Founded

1986

Employees

Funding Summary

Not Provided

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About 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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the... Show More
Franklin Templeton

Franklin Templeton

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Company Overview

Founded

1947

Employees

5,001

Funding Summary

Not Provided

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About 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 jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including... Show More
Kravitz, Inc

Kravitz, Inc

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Founded

1977

Employees

Funding Summary

Not Provided

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About 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 firm, headquartered in Los Angeles with offices in New York and satellite offices in nine states.
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Lafayette Life Insurance Company

Lafayette Life Insurance Company

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Founded

2009

Employees

Funding Summary

Not Provided

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About 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 businesses by offering qualified plan products and administrative services.
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Lurie

Lurie

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Founded

1940

Employees

Funding Summary

Not Provided

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About 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, was also named one of the “2018 Best Accounting Firms for Women,” by the Accounting & Financial Women’s Alliance and in 2018 was recognized as one of the “Top 200 Firms” by Inside Public Accounting.
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October Three Consulting LLC

October Three Consulting LLC

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Founded

2009

Employees

Funding Summary

Not Provided

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About 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 administration of comprehensive retirement benefits to employees that minimize the financial risks and volatility concerns employers face.
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Pentegra

Pentegra

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Company Overview

Founded

1943

Employees

251

Funding Summary

Not Provided

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About 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 fiduciary responsibility and legal accountability for our work. By correctly representing what we do, what we don’t do, and how much we get paid. By following the rules, no matter how complex. These values serve as the foundation of Pentegra’s culture, character and brand. Responsibility for successful retirement plan outcomes—for our clients, their participants and our... Show More
Redrock Wealth Management

Redrock Wealth Management

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Founded

2005

Employees

Funding Summary

Not Provided

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About 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 already retired, we help keep them on track by creating, monitoring, and maintaining a cohesive plan. We help them coordinate all aspects of their wealth, and consider ourselves the ultimate steward of their financial future!
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TIAA

TIAA

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Founded

1918

Employees

Funding Summary

Not Provided

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About 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 every step of the way as they plan for and reach financial milestones, just as we have for 100 years.
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True North Retirement

True North Retirement

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Founded

2007

Employees

Funding Summary

Not Provided

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About 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. We LOVE helping businesses grow through a successful 401k program. In order to do this, we expect your trust and help in executing a long term custom roadmap. We help ALL your employees from front desk to the corner office with the same care and attention. As specialists in the 401k market, you can feel... Show More
Wegner CPAs

Wegner CPAs

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Company Overview

Founded

1949

Employees

101

Funding Summary

Not Provided

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About 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 path to succeed in today’s complex economic environment.Guiding You. Beyond the Numbers. Is the No. 1 reason we come to work each day at Wegner CPAs. We care about doing what is right for our clients and our community. We pride ourselves on the same things that you do – quality, reliability, and integrity. You look to us not only for accounting and... Show More
Administrative Retirement Services

Administrative Retirement Services

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Founded

1998

Employees

Funding Summary

Not Provided

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About Administrative Retirement Services

Administrative Retirement Services, Inc. is a full service third-party administrator that was founded in 1998, with the goal of providing creative plan design ideas to small to mid size companies. Administrative Retirement Services, Inc. provides administrative services to a variety of defined contribution and defined benefit plans, from 401(k), Profit Sharing, Safe Harbor, Cross Tested and Cash Balance. Our philosophy at Administrative Retirement Services, Inc. is to carefully listen to the client’s objectives and design a customized retirement program to fit a company’s needs and those of its employees. Administrative Retirement Services, Inc. believes a retirement plan is something which... Show More

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