KBA Plan Enrollment Support

Custom Communications

Enrollment guides, FAQs, plan summaries, and more

On-Site and Virtual Enrollment Meetings

Presented by experienced KBA professionals

One-on-one Counseling

Available for each plan participant

Simple six-step process


Measure and Improve

Measure & Improve Plan Performance

Maintain competitive offerings with timely customized reporting

Auto-HedgeSM Calibration

Align participant account balances with corporate funding assets on a fund-by-fund basis to mitigate market exposure


Accurately Value Funding

Accurately Value Life Insurance Funding

Our proprietary in-house corporate owned life insurance (COLI) valuation system helps clients:

  • Minimize insurance purchases and transaction costs
  • Instantly validate the accuracy of policy values
  • Reliably track and process loans, withdrawals, and policy claims