KBA’s Plan Design Edge

Plan Design

Customized Plan Design

Align plan design with business objectives


Funding Strategy

Realistic and transparent financial modeling of various funding strategies

Plan Installation

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