Why RBA?

Members of our professional staff have been providing executive benefits solutions and corporate insurance financing strategies for over 25 years.

Significant Size and Strength - our parent, National Financial Partners Corporation (NYSE: NFP), is a publicly traded financial services distribution company providing a host of financial services. NFP’s public status allows us to provide audited financial statements to help demonstrate financial soundness. Our reputation is very important to us and we take great pride in our clients satisfaction with our services.

Product and Benefits Expertise - NFP’s industry stature and contractual relationships with leading financial services providers gives us access to a broad selection of the highest quality investment and insurance products available. There are many considerations that go into the selection of the carriers to blend into your insurance strategy. RBA has an in-depth understanding of these key selection criteria to help you choose the carriers/products that can best suit your institution.

Key Facts:

• Currently perform administration on 300 Executive Benefits plans
• $1.3 billion of BOLI/COLI under administration
• Executive benefit and corporate insurance plan administration is our focus
• Over 200 plans are payroll based NAV nonqualified deferred compensation plans
• Have operated NAV based payroll plans since 1986
• Support mutual fund, COLI and “phantom” based plans
• Plans range in size from 5 lives to 3,000
• Dedicated staff – low turnover – we focus on developing careers and establishing a great work environment
• Flexibility to deal with multi-operating unit and multi-plan environment