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| The SBERA Total Solution |
| A Life Stage Service Approach |
| 401(k)/Profit Sharing |
| 401(k) FAQ's |
| Defined Benefit Pension Plan |
| DB FAQ's |
| Other |
| Forms |
| Defined Benefit Pension Plan |
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| 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. The head of our Actuarial Department is an EA, MAAA and FSA, and has over 36 years of experience working with Defined Benefit Plans. |
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| SBERA is totally committed to providing comprehensive services: |
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| Sponsor Servicing: |
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Plan documents and amendments | |
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Plan provision consulting | |
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Full inquiry support |
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| Plan Servicing |
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Record maintenance | |
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Actuarial valuations | |
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Signature-ready Form 5500 | |
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Summary Plan Description | |
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PBGC filings | |
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FASB accounting |
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| Participant Servicing |
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Benefit calculations and estimates | |
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Participant Statements | |
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Website account access | |
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Smarter Money Retirement Planner |