Our leadership team tackles tough questions from plan sponsors like you.
Frequently Asked Questions:
A: Plan termination is more than a checklist; it’s a months-long orchestration involving actuaries, legal counsel, administrators, asset managers, and internal HR teams. At the same time, participants are often confused or anxious about the process, and internal teams may not have the capacity to keep up with questions and paperwork. Without a clear communication plan and experienced support, those inquiries can strain internal teams and slow progress.
That’s why SBA offers end-to-end support, including plan readiness assessments, strategic project management, and a high-touch service center staffed by experienced benefits specialists. Our team handles participant inquiries, manages vendor coordination, and keeps your project on track so you can focus on decision-making, not daily disruptions.
SBA brings deep financial and operational expertise to managing all aspects of pension plan terminations, from early planning through final distribution.