BigMediaUSA

Cash Balance Plans

Cash Balance Plans
Cash Balance Plans
Carlos Tariche Regional Sales Director Kravitz, Inc

Carlos Tariche serves as Regional Sales Director for New York and the Northeastern U.S. He joined the Kravitz team in 2010 tok help launch the firm’s New York office and to meet rapidly growing demand for Cash Balance Plans throughout the Northeast. Carlos has a unique blend of business development expertise, technical depth in plan design and client service skills. He has had more than 20 years of professional success in the retirement industry, most recently generating unprecedented growth in retirement plan sales for a leading New York benefits consulting firm. A Long Island native, Carlos has been recognized inWatch Now

Carlos Tariche serves as Regional Sales Director for New York and the Northeastern U.S. He joined the Kravitz team in 2010 tok help launch the firm’s New York office and to meet rapidly growing demand for Cash Balance Plans throughout the Northeast.

Carlos has a unique blend of business development expertise, technical depth in plan design and client service skills. He has had more than 20 years of professional success in the retirement industry, most recently generating unprecedented growth in retirement plan sales for a leading New York benefits consulting firm.

A Long Island native, Carlos has been recognized in interviews and articles in regional business publications. He also speaks widely to busines and professional organizations on retirement plan issues. He earned his Bachelor of Science in Business Economics from the State University of New York at Oneonta.

E-Mail: ctariche@kravitzinc.com Phone: 212-201-4120

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Cash Balance Plans
Tony DeMaio Chairman & CEO Big Media Broadcasting Company

Founder, CEO Big Media USA 2006 Brings over 40 successful years of corporate management, startup, training and sales experience to Big Media USA. He started his broadcast career in 2004 with 3 radio shows in San Diego, golf, travel and business. Tony Founded Life-Time Management and trained thousands of distributors and executives from many Fortune 500 companies in time management and sales skills. He has launched several companies and sold them to major corporations. Including Duraflex Sports Products and Team Fit. Tony has been a speaker, coach, trainer, seminar leader and currently in the process becoming an author. In hisWatch Now

Founder, CEO Big Media USA 2006

Brings over 40 successful years of corporate management, startup, training and sales experience to Big Media USA.

He started his broadcast career in 2004 with 3 radio shows in San Diego, golf, travel and business.

Tony Founded Life-Time Management and trained thousands of distributors and executives from many Fortune 500 companies in time management and sales skills.

He has launched several companies and sold them to major corporations. Including Duraflex Sports Products and Team Fit.

Tony has been a speaker, coach, trainer, seminar leader and currently in the process becoming an author.

In his career he has worked with the largest company in many verticals such as IBM, GE, Delottie, Franklin Insurance, NY Life, 3M, Carlson, Ford, Herbalife, Amway, K Mart, JC Penny’s, CarMax.

In 2017 Tony Founded Helping Heroes USA.org a nonprofit dedicated to working with veterans and 1st responders combat PTSD and TBI.

He started his career as a football coach at Burroughs High School in Burbank, CA and then became an assistant football coach at the University of California,Los Angeles (UCLA), under Head Coach Dick Vermeil.

He has designed and held patens in weight and football training equipment.

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Cash Balance Plans
Ken Guidroz Director of New Plan Design Kravitz, Inc.

Ken Guidroz, MBA, is the Director of New Plan Design at Kravitz, one of the leading pension firms in the nation. He speaks to CEO groups, professional firms, estate planning councils and investment professionals of all types. He also heads up a new national credential program for financial advisors on Cash Balance Plans, called Cash Balance Coach. He received his MBA from Pepperdine in 1995 and has been with Kravitz since 2005.

Ken Guidroz, MBA, is the Director of New Plan Design at Kravitz, one of the leading pension firms in the nation. He speaks to CEO groups, professional firms, estate planning councils and investment professionals of all types. He also heads up a new national credential program for financial advisors on Cash Balance Plans, called Cash Balance Coach. He received his MBA from Pepperdine in 1995 and has been with Kravitz since 2005.

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Cash Balance Plans
Steve Sansone Principal

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 andWatch Now

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.

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Cash Balance Plans
Daniel Kravitz President Kravitz Inc.

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 a principal in Kravitz Investment Services, Inc., the Registered Investment Advisory affiliate of Kravitz. 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 spearheadsWatch Now

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 a principal in Kravitz Investment Services, Inc., the Registered Investment
Advisory affiliate of Kravitz. 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. 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 completed the American Society of Pension Actuaries exams for the designation Certified Pension Consultant. He is a nationally recognized speaker on the topics of plan design and administration, and he currently serves on the board of the National Institute of Pension Administrators (NIPA).

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