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.
SBERA is totally committed to providing comprehensive services:
Sponser 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