Benefit Calculation

Employers turn to SBA’s seasoned consultants and on-staff actuaries to perform benefit calculations for accrued benefits, final benefit payments, error corrections, international employees, QDROs and more.

To ensure benefit calculations are pinpoint accurate, SBA always carefully reviews plan documents to validate the formulas used to determine benefits and verifies each participant’s key historical data. If data cleanup is required, SBA is fully capable of executing cleanup projects of any size, whether the problem data is digitized or tucked away in file cabinets.

This service is available for the following benefit plan types:

Defined
Contribution
Defined
Benefit
Health &
Welfare
Non-Qualified