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