Invest in your key talent
Fully customized & white-glove executive benefits solutions
How We Help Our Clients
Superior Plan Design
- Improve Tax Deferred Savings Opportunities
- Restore Benefits Restricted by Qualified Plan Limits
- Retain Critical Employees with Strategic Vesting
- Customize Distribution Elections with Re-Deferral Rights
- Provide Plan Participants with Superior Investment Options
Worry-Free Administration
- Maximize Executive Participation and Experience
- Eliminate 409A Violations
- Harmonize & Consolidate Plan Record Keeping
- Reduce Administrative Burden on HR
- Reduce §162(m) Non-Deductible Comp with Strategic Deferral Planning
Optimize Flexibility & Efficiency of Plan Funding
- Realistic & Transparent Financial Modeling
- Enhance Tax-Efficiency of Funding Assets
- Reduce Plan Participant Benefit Security Risk
- Optimize Structure & Size of COLI to Reduce Costs
- Reduce Unbudgeted P/L Volatility by Auto-Hedging Liabilities Daily
Stay Informed and Connected
KBA’s online participant portal helps executives track performance, transact online, research investment options and more
