New SBA service fills plan sponsors’ need for pandemic-friendly, cost-effective sourcing of third-party benefit service providers

the SBA Team Press

Travel restrictions and budgetary constraints caused by the global coronavirus pandemic have led some plan sponsors to put vendor search projects on hold. SBA’s Arm’s-Length Vendor Search service helps organizations make informed vendor selections and meet their due diligence and fiduciary obligations without having to assess vendors in person.

UPDATE: SECURE Act could be passed into law by week’s end

the SBA Team Press

Now poised to pass the Senate, the SECURE Act — as part of Congress’s omnibus spending bill — could be inked by the President as soon as week’s end. It represents the most significant retirement legislation in more than a decade.

Strategic Benefits Advisors taps Leslie Olds as senior benefits consultant

the SBA Team Press

Strategic Benefits Advisors (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA’s plan sponsor clients on managing all aspects of their broad-based and executive retirement programs.

New bill targets employer-sponsored retirement plans

the SBA Team Press

Pending legislation could significantly revise the rules for employer-sponsored retirement plans. SBA summarizes key provisions of the bill and their potential impacts on both plan sponsors and participants.

Mary Shah named principal at Strategic Benefits Advisors

the SBA Team Press

Strategic Benefits Advisors (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah’s promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.