Providing Value

Since SBA is so results focused, it only makes sense to quantify the value we provide to clients.

The short answer is that we save clients millions of dollars and thousands of hours in the management of benefits. We accomplish that by bringing our unparalleled experience to work for you. It’s all in what we did before we founded SBA. Collectively, our founders and consultants have...

• Served as COO of a national consulting firm
• Run national sales for multiple consulting firms
• Run the outsourcing business for national consulting firms
• Created the ability to utilize families of mutual funds for daily-valued 401(k) plans to offset administrative costs

Whether your issues are with your outsourcing vendor, benefits plan design, years of ignored and uncorrected data problems or some other benefits-related issue, SBA is uniquely qualified to analyze the issue, develop possible solutions and execute the most appropriate course of action.

We understand how large consulting and outsourcing organizations run their businesses, their cost structure, their short-comings and what is too much for you to pay. We understand the right way to do the job and that you need the job done now. We serve as an advocate for our clients while maintaining, strengthening – and sometimes saving – your relationship with your advisors.

For the slightly longer answer, please view the case studies below.

• Management and recovery of outsourcing vendor relationships
• DB, DC and health & welfare plan design, compliance and consulting
• Comprehensive benefits data cleanup
• Comprehensive project and implementation management
• Mergers and acquisitions
• Employee communications
• Comprehensive administrative vendor searches
• Contract negotiation, re-negotiation and benchmarking
• Data security consulting

We also help third party administrators improve their delivery of services. From making operations more efficient and effective to planning for and implementing new operations or improving sales, SBA can partner with TPAs to improve your business success. We also can help you provide the services you want to offer, but don’t.