When clients need support managing special benefits initiatives, they turn to SBA’s seasoned consultants for strategic guidance and boots-on-the-ground project management support. The scope and nature of projects SBA has managed for clients varies greatly. Services we have provided include:
- Working with clients to develop project requirements
- Conducting market research to identify available and appropriate solutions
- Providing objective, third-party evaluation of solutions and/or vendors to help clients determine the optimal solution
- Establishing project milestones and success measures
- Building and maintaining the project plan and other project management tools as needed
- Tracking countless project issues and working with each party to ensure full resolution
- Coordinating with the benefits team, third-party vendors and other internal stakeholders as required for managing project activities, including establishing and managing weekly/bi-weekly/monthly project calls
- Executing additional tasks where appropriate to take the burden off of the client staff
- Preparing status reports for executive management, board and/or committee review
This service is available for the following benefit plan types:
| Defined Contribution |
Defined Benefit |
Health & Welfare |
Non-Qualified |
|---|---|---|---|