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Innovative Solutions for Executive Benefits

Innovative Solutions for Executive Benefits

Administration Services:

A Sophisticated Combination of Experience, Knowledge and Leading Edge Technology

Benefit Recordkeeping

Comprehensive Capabilities: As a KBA client, your deferred compensation plan will be administered on a web-based account valuation system, which allows participants to:

The system is available seven days a week. Transfer requests received by 3:00 p.m. eastern time are processed as of the close of business the same day. Requests received after 3:00 p.m., or on non-business days, are processed as of the close of the next business day. To ensure privacy, participants' personal data are protected through encryption and Secure Socket Layer (SSL) technology.

Plan Participant Communication: KBA provides customized enrollment materials, including an interactive enrollment website, to ensure compliance with plan design and simplify the decision process for participants. Quarterly account statements are mailed directly to participants within 14 days after the close of each quarter, and a toll-free telephone line provides participants with access to their Plan Administrator, who can answer their questions regarding plan operation.

Corporate Clients Communications: Your KBA account management team, consisting of an Account Executive and Plan Administrator, is in constant contact with your Financial and Human Resource departments. On a monthly or quarterly basis, KBA reports the liabilities, including necessary journal entries, to ensure proper accounting for your plan. Liability information is also available to authorized individuals via our website and is updated daily. KBA further provides customized senior officer/Sec.16(b) trading restrictions and reports, if necessary.