Beyond the 401(k)




Beyond the 401(k)

Steve Sansone, a Principal with Kravitz Investment Services and Payden/Kravitz, gives an excellent overview of the investment dynamics involved with Cash Balance Plans and the issues that Advisors must understand and deal with before recommending an investment strategy to their clients.


Segments

Segment 1
 PLAY
Download MP3


Segment 2
 PLAY
Download MP3


Segment 3
 PLAY
Download MP3


Segment 4
 PLAY
Download MP3


Segment 5
 PLAY
Download MP3


Guest

Steve Sansone
Principal
Kravitz Investment Services

Steven S. Sansone is a Principal of Kravitz Investment Services, Inc., a RIA firm specializing in corporate sponsored retirement plans and successful outcomes for plan participants. Steve is also a Principal and Board Member of Payden/Kravitz, a joint venture between Payden & Rygel and Kravitz Investment Services that offers a mutual fund investment strategy for cash balance pension plans. With nearly 25 years of experience in the retirement plan industry, Steve worked for John Hancock (formerly Manulife) for almost two decades. He was one of the top pension wholesalers in the industry, where he sold over 1,000 retirement plans and was the first sales representative to bring in over $1 billion in retirement plan assets. Steve helped establish the Los Angeles Chapter of the National Institute of Pension Administrators (NIPA) and served as its President for 10 years He is a frequent speaker at national pension conferences on various aspects of qualified plans including plan design, fiduciary compliance, investment selection & monitoring, vendor product offerings and participant education. Steve graduated from the State University of NY at Buffalo School of Law (Cum Laude) and serves as a member of the Board of Directors for Bank of Santa Clarita, in Santa Clarita, California.








Like us on Facebook Follow us on Twitter Connect with us on LinkedIn VMS

  Back to "Community Leaders Spotlight" Show Home
Back to "Business Experts" Station Home