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Defined Benefit Pension Plan

SBERA has been providing Defined Benefit Pension Plan services to its members for over sixty years. While the retirement benefit plan marketplace has evolved over the years in reaction to changing demographics and employment patterns, there are still many employers who choose to offer this type of plan to employees. SBERA has all the expertise in-house. Our actuarial consultants, Compass Retirement Consulting Group, have over 30 years of experience working with Defined Benefit Pension Plans.

SBERA is totally committed to providing comprehensive services:

Sponsor Servicing:

  Plan documents and amendments
  Plan provision consulting
  Full inquiry support

Plan Servicing

  Record maintenance
  Actuarial valuations
  Signature-ready Form 5500
  Summary Plan Description
  PBGC filings
  FASB accounting

Participant Servicing

  Benefit calculations and estimates
  Participant Statements
  Website account access
  Smarter Money Retirement Planner

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