We use our independence and objectivity as an advisor to help you find an appropriate vendor for your plan. We help ensure that the vendor's pricing, investments and services are competitive. We implement a prudent investment process which includes an investment policy statement and a comprehensive monitoring reporting process.

We help our clients to monitor and manage their vendor relationships. We can assist in the search for a new retirement services vendor or help improve an existing relationship. We also manage profit sharing and defined benefit plans.

The benefit of working with Kravitz Investment Services is having a high quality, cost-efficient plan in which the plan sponsor is meeting its fiduciary responsibilities.