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New Accelerated Funding Guidelines for Defined Benefit/Cash Balance Plan Purposes

August 2008

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Reduce Taxes, Increase Savings With A Cash Balance Plan

Current Accounts: July/August 2008

By Tony Brizzolara and Dan Kravitz

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Summary of National Cash Balance Research

May 13, 2008

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Cash Balance Plans Become the New 401(k) for Law Firms

Journal of Taxation of Investments: April 2008

By Daniel Kravitz

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Cash Balance Plans Expand the Retirement Field

Employee Benefit News: January 2008

By Chris Silva

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The New 401(k)

California CPA magazine: November 2007

By Dan Kravitz

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Cash-Balance Retirement Plans: They're Back!

SHRM Online's Compensation & Benefits Focus Area: October 2007

By Carolyn Hirschman

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Adding on Cash Balance Plans

Law Firm Inc.: September 2007

By Dan Kravitz

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Cash Balance Emerges as a Viable Solution for Many Business Owners

PlanSponsor Magazine: September 2007

Roundtable Discussion

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Cash Balance Plans Offer Great Tax Savings

San Fernando Valley Business Journal: April 2007

By Dan Kravitz

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Cash-Balance Plans Are Law Firms' Next 401(k)s

Los Angeles Daily Journal: March 2007

By Dan Kravitz
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Are Your Partners Reaching Their Limit on 401(k) Contributions?

GLA ALA Leadership Exchange: April 2007

By Dan Kravitz
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What Should Law Firms Do When the

401(k) Plan is Not Enough?

New York | New York: July/August 2007

By Dan Kravitz

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New Options for Medical Group Retirement Plans, 2007 Read

Retirement Plans for the Small Business Owner Read

Kravitz Launches Cash Balance Plan Podcasts

July 29 , 2008

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Employees Realize a 100% Increase in Company Contributions if Employer Sponsors a Cash Balance Plan

June 30, 2008

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Kravitz Launches Nationwide Cash Balance Hotline

May 27, 2008

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Kravitz Releases National Cash Balance Research

May 13, 2008

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Kravitz Expands National Presence with the Opening of Six New Offices

April 21, 2008

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Kravitz Issues Information Release Regarding New Rules for Cash Balance Retirement Plans

February 13, 2008

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Kravitz Launches First and Only Investment Strategies Exclusively For Cash Balance Retirement Plans

January 7, 2008

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Kravitz Offers Cash Balance TPA Partners Program

November 15, 2007

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Kravitz Launches Website Dedicated to Cash Balance Retirement Plans

October 29, 2007

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