KB Actuarial, Inc. - Consultants, Actuaries & Administrators




 

About Us

KB Actuarial, Inc. has been providing full-service employer sponsored retirement plan administration and consulting since 1994. KB Actuarial, Inc. assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.

KB Actuarial, Inc. takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures which permits us to process our clients work more efficiently and ensures the highest standards of quality.

Our People

KB Actuarial, Inc. greatest resource is its team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many years of experience in the pension and retirement field. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.

Jennifer Keller, QKA, QPA, ERPA - President

Jennifer is the President of KB Actuarial, Inc., formerly Lindsey Pension Corporation, and has over 20 years experience in the Qualified Plan industry. Prior to working with qualified plans, she was a licensed health insurance agent, selling health, dental, vision and group life insurance.

She began her career at Lindsey Pension Corporation in 1997 by selling retirement plans to small and medium sized businesses. After a short time, there became a need for a full time administrator and Jennifer was quickly promoted to fulfilling this responsibility. She was in charge of all 85 client accounts, and was fulfilling duties as a full time administrator, from data collection to compliance testing and preparation of tax returns.

In 1999 Jennifer was promoted to President of Lindsey Pension Corporation and has been managing the firm since. In 2010 she became the owner of the firm and changed the name to KB Actuarial, Inc. Jennifer is an Enrolled Retirement Plan Agent through the IRS and she has also earned her Qualified 401(k) Administrator designation, QKA, and Qualified Pension Administrator, QPA, designation through ASPPA. She is also an active member of the National Institute of Pension Administrators (NIPA).

Jennifer and her staff continually attend conferences and partners with other specialists which affords the knowledge to specialize in customized and creative plan design, administration and service.

Nichole Festa - Administrator 

Nichole Festa joined KB Actuarial in 2011, coming from five years of customer service experience. She also served as a manager for three years overseeing 30 employees. She brings with her, client relations, public relations and customer service skills. She has completed her associates degree in Psychology and is working towards her bachelors’ degree. She is also a candidate for the Accredited Pension Administrator (APA) through the National Institute of Pension Administration.

 
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P. O. Box 9626
Redlands, CA 92375

phone: 909-335-6806
fax: 909-335-6814

jennifer@kbactuarial.com


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