Financial services and corporate retirement plan expert Carol A. Idone, CFP®, AIF®, has joined Strategic Benefit Services (SBS) as Vice President of Business Development. SBS, an affiliate of the Healthcare Association of New York State, provides fiduciary advisory and consulting services for employer-sponsored retirement plans.
Ms. Idone brings to SBS nearly 20 years of experience at The Hartford and AIG Valic. Prior to entering financial services, she was a Certified Public Accountant with KPMG in Albany, and subsequently served as Chief Financial Officer and Senior Vice President of Finance at Seton Health System in Troy, New York. She has particular expertise in working with not-for-profit organizations, specifically on plan design, compliance, and participant education.
Ms. Idone graduated Magna Cum Laude from the University at Albany with a Bachelor of Science degree in Accounting, and holds her FINRA Series 7, 24 and 63 licenses. She is also a Certified Financial Planner and an Accredited Investment Fiduciary. Her background and expertise allow her to bring a unique perspective to plan sponsors, thus strengthening the partnership relationship that SBS has with its clients.
SBS is one of the largest retirement plan consulting firms in the northeast, delivering tangible business results to finance and human resource leaders, enabling them to optimize their retirement plan offerings to employees. SBS provides long-term client advocacy without the pressure of short-term quarterly profits, product margins, and stock price issues associated with publicly-traded companies.
An industry leader with more than 45 years of providing trusted advisory services, retirement plan offerings, and best-in-class employee benefits products, SBS recently expanded to serve health care, non-profit organizations and corporations throughout the New England region.
SBS is located near Albany, with offices in Rochester, New York, and Westfield, New Jersey.