KBA Plan Enrollment Support

Custom communication materials

including enrollment presentations, FAQs, and plan summaries

On-Site and Virtual Enrollment Meetings

presented by experienced KBA professionals

Personal one-on-one counseling

available for each plan participant

with simple step-by-step process

Measure and Improve

Measure & Improve Plan Performance

Improve plan participation and maintain competitive offerings with timely customized reporting

Auto-HedgeSM Plan Liability Risks Daily

Balance participant choices with plan funding needs daily to mitigate market exposure risks


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 & process loans, withdrawals, & policy claims