Daniel Kravitz is president of Kravitz, Inc., the largest independent firm of retirement consultants headquartered in Southern California, specializing in the design and administration of virtually every type of retirement plan.
He is also the owner of Cash Balance Online, Inc., a firm providing web-based back office solutions for TPAs. Daniel oversees the smooth running of all day-to-day operations at Kravitz. It is his responsibility to ensure that all divisions stay focused on the company’s primary goal: extraordinary customer service achieved through leading-edge retirement plan design, excellent client communications and education, and delivery of accurate and timely work products.
Daniel spearheads a collaborative management team of like-minded industry experts who are dedicated to excellence in quality. Under his direction, this team has completely restructured the company so that output to clients is continually more responsive, timely, efficient and personalized.
Daniel is a specialist in retirement plan design. He has successfully revised many programs to include a Cash Balance Plan, which resulted in larger contributions for executives with no increase in cost for other employees. His teaching and technical skills have helped to ensure the smooth implementation and communication of his clients’ 401(k) and Cash Balance plans. Daniel is a graduate of the University of California, Davis, and has completed the American Society of Pension Actuaries exams. He has also been awarded the certified pension consultant designation. He is a nationally recognized speaker on the topics of plan design and administration.