Thursday, June 18, 2015

Steve Puckett of SBS Makes Top 100 Retirement Plan Adviser List

Steven Puckett, AIF®, CRPS®, Vice President of Retirement Services, Strategic Benefit Services (SBS), was recently named to the 2015 PLANADVISER Top 100 Advisers List.

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan adviser and adviser teams that stand out in terms of a series of quantitative measures. This year’s qualification standards—which rise nearly every year—were quite high. Individuals had to have 65 or more plans or at least $500 million in assets under advisement.

At SBS, Steve manages and consults on retirement plans in the areas of investment advisory services, fiduciary services, forensic plan audits, fiduciary risk mitigation solutions, compliance assistance, and fee audits for 403(b), 401(k), 457, defined benefit, and non-qualified plans. With more than 20 years of experience, he has assisted more than 1,000 companies with their retirement plans.

SBS is an industry leader in providing trusted advisory services, retirement plan offerings, best-in-class employee benefits products, and a wide array of solutions that position your organization and employees for success.

If you would like to speak with a dedicated retirement plan advisor, or have questions about Strategic Benefit Services, please call (855) 882-9177 or email us at sbs@hanys.org.