SBS Advisor News and Articles

Contact Us Today

Retirement and Benefit News

Thursday, February 21, 2019

Strategic Benefit Services named a PLANADVISER Top 100 Retirement Plan Adviser for the 3rd time

PLANADVISER has named Strategic Benefit Services as one of its 2019 Top 100 Retirement Plan Advisers. PLANADVISER’s Top 100 Retirement Plan Advisers is an annual list of the retirement plan advisers and adviser teams at the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients—including sponsors of defined contribution, defined benefit and nonqualified plans.

“SBS is honored to be again recognized by PLANADVISER,” said James J. Kelley, president, SBS. “We are also grateful to our clients for continuously placing their trust in us. We strive to build real relationships with our clients, creating a shared fiduciary responsibility with the companies we advise.”

SBS is categorized by PLANADVISER as a large team, having met this year’s eligibility standards of $3.5 billion or more retirement plan assets under advisement or 200 or more plans. SBS was previously named to PLANADVISER’s list in 2017 and 2016. SBS has been providing retirement services to leading healthcare, not-for-profit and corporate organizations for more than four decades. We provide trusted advisory and consulting services including plan design, vendor management, investment selection and monitoring, operational oversight, and on-site education and communication. SBS also provides services in support of employer mergers and acquisitions, defined benefit plan de-risking strategies and other complex matters including DOL and IRS audits. SBS conducts business in accordance with our values, in a manner that is in the best interests of our clients, with an ultimate goal of assuring our clients’ employees are ready for retirement.

Labels: