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 Q2  2024

Q2 June 2024: Winners

Top 0 Cash Balance Plan Provider

List of the top 0 Cash Balance Plan Provider in Shortlister as of June 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
    46 Vendors
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    Reviews pending
    Full Reviews Breakdown

    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
    Features
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    Average Cost
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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
    - - -
    Key Clients
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    Clients Your Size
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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
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    193
    Lives Serviced
    515,000
    Funding
    None
    Minimum Group Size
    50 eligible
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    401(k) Plan
    403(b) Plan
    Pension Plan
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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
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    Average Cost
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    Key Clients
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    Reviews pending
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    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
    Features
    Top Offerings
    Average Cost
    - - -
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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
    - - -
    Key Clients
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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
    - - -
    Key Clients
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    Clients Your Size
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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
    Features
    Top Offerings
    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
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    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
    Top Offerings
    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
    - - -
    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
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    Average Cost
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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
    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

    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
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    Average Cost
    - - -
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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
    - - -
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    Reviews pending
    Full Reviews Breakdown

    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 ... 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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    Clients Your Size
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