Vice President,
Client Relationship Management and Consulting,
Honored for
Leadership in "Plan Design & Administration Innovation"
Strategic Benefit Services (SBS) is pleased to announce that Carol A.Idone, CFP®, AIF®, Vice President, Client Relationship Management and
Consulting, is the recipient of the 2017 SPARK Advisor Award: Plan Design
& Administration Innovation.
This award
is presented annually by The SPARK Institute, Inc., to a retirement plan
advisor in the United States who “demonstrates leadership in designing plans
and administrative processes that improve participant outcomes while managing
plan costs." The SPARK Institute helps to shape national retirement policy
by providing research, education, testimony, and comments on pending
legislative and regulatory issues to members of Congress and relevant
government agency officials. Its members serve approximately 85 million
participants in 401(k) and other defined contribution plans.
Ms. Idone
brings more than 20 years of experience in the financial services and
retirement planning field to SBS. Prior to joining SBS in 2013, she worked at
The Hartford and AIG Valic. Ms. Idone previously served as Chief Financial
Officer and Senior Vice President of Finance at Seton Health System in Troy,
New York, and as a Certified Public Accountant at KPMG in Albany, New
York.
"My
background has allowed me to see these plans from every angle, and the advising
done at SBS is unique in part because of that technical expertise," Ms.
Idone said. "I truly enjoy having the opportunity to help our clients
develop the plans that will serve their employees most successfully, and I thank
The SPARK Institute for this recognition."
"Carol
is an extremely dedicated professional and so deserving of this
recognition," said James J. Kelley, President, SBS. "Our clients
benefit from her expertise and skill in producing unique analysis and reports
in various areas, but especially benefit from her plan design modeling.”
Ms. Idone’s
expertise can be found in her whitepapers on participant outcomes, and she has
been quoted by industry-leading publications.
If you have any questions, please contact Carol directly via our website, or by calling (855) 882-9177.
