Administration
Turn complicated rules into simple actions
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 & 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 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