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Nonqualified Benefit Plan Specialists

Exceptional Administration.
Precise Delivery.

Plan participant? Learn what your benefits can do for you.
KBA By the Numbers
45
Years Delivering Results for Our Clients
250+
Benefit Plans Administered
$7B+
Plan Assets Deployed & Managed
Who We Serve

We Are Relationship Driven

KBA is a trusted service provider and partner – learn more about how we can collaborate. ​

Plan Sponsors

Finance, HR, and Total Rewards teams are often overloaded. KBA will relieve any administrative burdens associated with your executive benefit plans.​

Explore sponsor services

Partners & Advisors

Whether you're a benefits consultant, financial professional, life insurance broker, attorney, accountant, or third-party administrator, KBA can be a trusted partner for delivering NQDC and COLI solutions to the individuals and institutions you serve.

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Plan Participants

Your NQDC account can be one of the most powerful tools in your financial plan. Learn how you can make the plan work for your short- term and long- term needs.​

Learn about your benefits
Core Services

Administrative Excellence​

KBA offers a sophisticated combination of experience, knowledge, and leading-edge technology.​

Nonqualified Deferred Compensation

NQDC Plans

Nonqualified deferred compensation plans allow key executives and select employees to defer salary, bonus, and other compensation beyond the limits of qualified plans — with significant tax advantages and flexible design options.

  • Plan design and document preparation
  • Participant recordkeeping & statements
  • Investment tracking and crediting
  • 409A compliance oversight
  • Distribution processing & tax reporting
Learn more
Corporate-Owned Life Insurance

COLI Programs

Corporate-owned life insurance is a common funding vehicle for nonqualified benefit obligations, offering tax-advantaged asset growth and long-term balance sheet efficiency. KBA provides complete COLI administration and coordination.

  • Policy tracking and valuation reporting
  • Coordination with insurance carriers
  • COLI/ICOLI regulatory compliance
  • Integration with NQDC plan liabilities
  • Annual compliance and audit support
Learn more

Ready to discuss how KBA can help you?

Whether you’re considering implementing a new plan or would like to discuss a complimentary diagnostic review of your current plan, we’d like to hear from you. ​