A Message From Our Plan Administrator
It has been both a challenge and a pleasure to lead SBERA for the past fifteen years. The challenge comes from
being involved in the very complex, highly-regulated, ever-changing world of retirement benefit plans. There is
an additional challenge of being associated with an industry that has undergone tremendous consolidation in the
past two decades. But the pleasure has come from meeting those challenges, thanks to a dedicated, committed,
professional staff and an involved, thoughtful and engaged Board of Trustees. Our mission is clear - to serve our
members. Our track record proves we have fulfilled that mission, and our goal is to continue to do so in the future.
SBERA is about employees and their retirement, it’s about careful and accountable oversight, it’s about membership
direction and it’s about value. Feel free to call me directly to learn more about SBERA and the value it can bring
to your retirement benefit plans."
Thomas Forese, Jr.
Plan Administrator
SBERA
Plan Administrator
SBERA
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