Mid Atlantic is pleased to welcome kPlans Investment Services as a new business partner. kPlans Investment Services (formerly Kravitz Investment Services) brings its Cash Balance Investment Expertise to Mid Atlantic advisors through the ModelxChange® program.
What will this mean for Mid Atlantic advisors? kPlans has just made it easier for Mid Atlantic advisors to manage their cash balance business by providing a turn-key solution from actuarial to investments. kPlans has structured three risk-based strategies using an absolute return style of management, which includes as many as thirty separate asset management firms across thirty separate asset classes. This option is branded under the Mid Atlantic ModelxChange® program name: First Water Cash Balance Plan Series.
For additional information, please call: 800-693-7800