SBERA

Joan Wheeler

Contact
Address:

4A Gill Street
Woburn, MA 01801

Telephone:
(781) 970-5015
Fax:
(781) 935-5059

The Savings Banks Employees Retirement Association ("SBERA") is a non-profit association of financial institutions and other employers created in 1944 to provide retirement plan services to their members. Currently, SBERA has 75 members with 21,000 participants, and over 850 Million in assets. SBERA offers a comprehensive service platform including custody, administration, recordkeeping and investment management. The foundation of the program is the common and collective trust which combines professional investment advisory and oversight with very low expenses to deliver superior performance to plan participants. SBERA is managed by a Board of Trustees composed of member CEO's who are focused on maintaining our reputation for quality service and exceptional value. Through our partner, Northeast Retirement Services, we can also offer ESOP's, SERP's, FSA Accounts and actuarial consulting.