Tuesday, June 12, 2018

James Kelley, President, Strategic Benefit Services, Joins the Retirement Advisor Council

Strategic Benefit Services (SBS) is pleased to announce the appointment of James J. Kelley, President, to the Retirement Advisor Council, effective January 1, 2018.

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers, and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, public education, regulatory positions, and practice management. The Council accomplishes this mission by:
  • identifying duties, responsibilities, and attributes of the professional retirement plan advisor;
  • sharing professional standards with plan sponsors who are responsible for the success of their plans; 
  • providing collective thought capital to decision makers, product providers, legislators, and the public;
  • giving voice to the retirement plan advisor community; and
  • offering tools to evaluate advisors to ensure the quality of services provided.

Wednesday, June 6, 2018

Strategic Benefit Services Adds New Leadership to Retirement and Employee Benefits Portfolios

Strategic Benefit Services (SBS), an industry leader that has provided for more than 45 years trusted advisory services, retirement plan offerings, and best-in-class employee benefits products, recently hired three new executives to expand its retirement and employee benefits portfolios.

“SBS is building our team with uniquely talented individuals who bring years of industry experience,” said James J. Kelley, SBS President. “SBS builds real relationships with our clients by investing in a team of professionals who use their expertise to bring successful outcomes.”

David S. Bard, Manager, Client Relationship Management and Consulting, is responsible for client servicing, retirement plan consulting, and new business development. Avon M. Scherff joined SBS as the new Director of Employee Benefit Services. Laura A. Sausville joined SBS as a Sales Account Executive responsible for new business development of group employee benefits.