A: At SBA, our role is to be objective and data-driven at all times. We don’t sell financial or insurance products, receive commissions, or have ties to the vendors we evaluate on behalf of clients during RFP searches. That independence means our advice is guided solely by your goals. Our focus is on helping you optimize your benefits strategy, improve vendor performance, and reduce costs—all with an eye on ensuring you fulfill the required fiduciary duties to your participants.

It’s a common misconception to lump us in with brokers or investment advisors, but SBA plays a very different role. As an independent firm, we rely solely on data and our clients’ best interests, enabling us to design strategies rooted in fiduciary principles and focused on measurable outcomes. Our culture is centered on partnership, retention, and results.

In short: SBA is built to serve, not to sell. That’s why our clients get advice they can trust, grounded in data, transparency, and their best interests.