Pension Plan Administration

SBA provides market-leading administration services for public- and private-sector plan sponsors with defined benefit plans. At the center of our offering is our personalized call center staffed with highly experienced benefits professionals who know your plans inside and out. You’ll never find junior resources “learning the ropes” on your plans. Instead, consultants averaging over 20 years of experience deliver personalized, high-touch participant interactions with an emphasis on accuracy and timeliness. And unlike many companies, our team is highly integrated, with credentialed actuaries embedded alongside administrators to answer participant questions quickly.

Our services include actuarial calculations, valuation data feeds to the actuary and payment instruction processing delivered to the trustee. We also consider ourselves specialists in finding lost participants and beneficiaries. Where others give up the search, we apply elbow grease to go far above and beyond standard industry practices. This tenacity and creativity gives us an incredibly high success rate.

SBA takes our responsibility to safeguard client data extremely seriously. We utilize word-class technology and security protocols to ensure data fidelity and 99.9% uptime.

This service is available for the following benefit plan types:

Health &