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