Monday, November 13, 2017

Strategic Benefit Services' Carol A. Idone Receives Prestigious SPARK Advisor Award

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

Tuesday, November 7, 2017

Sobering News Around 2018 Mortality Tables

Effective January 1, 2018, the IRS will implement new mortality tables to be used by Defined Benefit plan sponsors. A number of important things could occur when these new tables take effect, none of which are good news. These include:
  • an increase in the plan liabilities; 
  • an increase in the sponsor's minimum funding levels; and 
  • an increase in the PBGC premiums. 

Wednesday, November 1, 2017

Key Retirement and Employee Benefits Compliance Reminders for November

Due November 15th 

  • Contributing entities making two reinsurance fee payments for 2016 must remit the second contribution payment. 
Download the full 2017 Retirement and Employee Benefits Compliance Calendar.

If you have any questions or would like to begin talking to an advisor, please get in touch by calling (855) 882-9177 or e-mail us at

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