PLANADVISER Magazine has named Strategic Benefit Services (SBS) as one of its 2016 Top 100 Retirement Plan Advisers. SBS was awarded in the category for large teams with more than $3 billion in retirement plan assets under advisement or more than 170 plans. The PLANADVISER Top 100 Advisers is an annual list of the retirement plan advisers and adviser teams that stand out in terms of a series of increasingly stringent quantitative measures.
“We are honored to be recognized by PLANADVISER Magazine.” said James J. Kelley, President, Strategic Benefit Services. “SBS strives to build real relationships with our clients, creating a shared fiduciary responsibility with the companies we advise. Being recognized as a Top 100 Retirement Plan Adviser validates our commitment to our clients.”
SBS has been providing retirement services to leading healthcare, not-for-profit, and corporate organizations for more than four decades. SBS provides trusted advisory services including plan design, vendor management, investment selection and monitoring, operational oversight, and on-site education and communication. SBS conducts business in accordance with its values, in a manner that is in the best interests of our clients with an ultimate goal of assuring their employees are ready for retirement.
SBS is headquartered near Albany, with offices in Cranford, New Jersey, Rochester, Tonawanda, and now Melville, New York.
If you have any questions, or would like to begin talking to a retirement plan advisor, please get in touch by calling (855) 882-9177 or e-mail us at firstname.lastname@example.org.