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Our Investment Philosophy
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The assets of SBERA Plans are invested in Common and Collective Trust Funds.
These types of funds operate in a similar fashion to mutual funds, but they
have much lower expense ratios since they do not assess the same type of
administrative fees and do not have the same regulatory requirements as do
most mutual funds.
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SBERA has a formal Investment Policy Statement for both the Defined Benefit
Plan and the 401(k) Plan. These statements outline the overall guidelines
for the investment of plan assets, and they are reviewed on a regular basis.
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Please click here to be directed
to the Investment Section of our website for more information.
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