Administration
Enroll executives and mitigate risk
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
MAXIMIZE POTENTIAL & MITIGATE RISK
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 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