Plan Design and Consulting
A sophisticated combination of experience, knowledge, and leading-edge technology
Customized Plan Design
Align plan design with business objectives
Funding Strategy
Realistic and transparent financial modeling of various funding strategies
Plan Installation
Communicate and implement campaigns that drive participation
Plan Administration
KBA provides high-touch personalized services and timely communications your executives deserve
Expertise Across a Variety of Benefit Plans
Enable executives and corporate directors to make pre-tax contributions and receive company matches in excess of federal 401(k) plan limits
Reward key employees and their families with company paid deferred compensation benefits and improve employee retention with service-based vesting schedules
Restore pension benefits lost due to qualified plan limitations
Deliver an institutionally priced insurance product to help your executives flexibly meet their estate planning objectives
Develop and manage tax-efficient funding strategies to meet future medical benefit expenses