Stephanie Atli is responsible for managing the day to day administration of four pension plans. Stephanie has successfully completed her Certified Employee Benefits Specialist (CEBS) certification. Stephanie possesses strong data management skills, is intensely focused on details, and builds strong and enduring customer relationships.
She serves as Vice President of the board of a non-profit international development organization in Nicaragua. She enjoys being outside, going to the pool, and taking early morning walks on the weekend. Stephanie graduated magna cum laude from Hillsdale College with a degree in Spanish and from The Georgia Institute of Technology with a Master of Science in International Affairs.
Runae Badciong is a senior benefits consultant with SBA. Runae began her career as an actuary with a national consulting organization. She worked with defined benefit retirement plans and health and welfare plans in the areas of compliance and plan design.
With a keen interest in plan operation and administration, Runae used her benefits background to assist plan sponsors and third-party administrators in solving complex issues associated with plan administration. She has led large scale outsourcing and in-sourcing implementation initiatives as well as designed systems for defined benefit, health and welfare, and defined contribution plan administration. Her responsibilities have included project management, the development and validation of business requirements, the development and execution of testing processes, and most recently comprehensive ACA reporting.
Runae is an avid sports fan with a strong affinity for her Georgia Bulldogs and her kids’ sports. She also loves being on the water regardless if it’s the lake or the beach.
Runae graduated from the University of Georgia with a B.S. in risk management and insurance, with a concentration in actuarial science.
Jennifer Davis is a benefits consultant with SBA. She has held positions in financial management and pension plan administration. Jennifer excels in research-based problem solving and is an excellent relationship builder. She specializes in assessing client needs and interpreting financial and technical information related to pension plan administration and distribution. Jennifer received both her Bachelor of Business Administration and MBA from Ohio University.
Jennifer has completed 16 marathons! When she’s not running, she enjoys spending her spare time outdoors with her family and volunteering at Woodson Elementary School.
Kim Dulaney has provided actuarial, administration and other consulting services to some of the most recognized companies in business today.
Kim has expertise in data clean-up, plan document evaluation, benefit calculations, actuarial valuations and other defined benefits-related areas. She enjoys traveling and spending time with friends and family.
Kim is a graduate of Georgia State University with a degree in actuarial science.
Eddie Eakes has worked extensively with employee benefits administration and actuarial systems platforms. He has supported plan sponsors with their annual health and welfare open enrollment processing, the administration of their retirement plans, regulatory systems updates as well as many other benefits-related projects.
Eddie most recently worked for a major employee benefits administration software provider where he worked with clients to convert data, plan provisions and process configurations from a legacy system to a web-based administration platform.
He graduated from Lipscomb University with a B.A. in mathematics and from Middle Tennessee State University with a Master of Science in mathematics. Eddie also teaches mathematics at Kennesaw State University and is a Braves fan. He enjoys attending games as often as possible.
Tammy is an experienced benefits consultant who started her career with one of the nation’s largest human resources consulting firms. With extensive experience in the day-to-day management of pension, deferred compensation, 401(k) and health and welfare plans, Tammy has earned a reputation for success based on her excellent technical and analytical skills. Tammy has served as a team lead for strategic planning, implementation, documentation and process improvement projects for multiple benefits programs.
Tammy graduated with a Bachelor of Arts in Mathematics from the State University of New York at Potsdam. She enjoys spending time outside and traveling to spoil her grandchildren.
Prior to joining SBA, Susan La Kier worked in a consulting role for the world's largest provider of multi-service HR business process outsourcing (BPO). She previously had been an officer for a subsidiary of a leading provider of investment management, asset and fund administration, fiduciary and banking solutions.
Experienced with daily recordkeeping, plan compliance and consulting for defined contribution plans, Susan is an effective problem solver with highly developed technical and analytic skills. Susan has a Bachelor of Business Administration from the University of Georgia, where she majored in risk management/insurance with a concentration in actuarial science.
Susan has a passion for helping her local community; she currently volunteers with Second Helpings Atlanta and sits on the Board of Directors of Creating Connected Communities, where she co-chairs the committee responsible for development and programmatic implementation of the organization’s mission and strategic plan.
Kim McCauley is a quality assurance project manager-turned-consultant who is passionate about partnering with SBA’s clients to find solutions that meet their needs while assuring accurate work, compliance with standards and high customer satisfaction. With unyielding attention to detail and a tenacious focus on producing results, Kim dives into special projects in the areas of defined contributions, defined benefit and health and welfare. Kim graduated magna cum laude from the University of Georgia with a B.S. in Biology.
Kim cares deeply for her community. Her ability to lead complex projects with many stakeholders and build relationships is evidenced by over a decade of volunteer work as a Girl Scouts leader, public school board member and Master Gardener developing community garden spaces. When she is not traveling, you can find Kim spending time with her family and in the boxing ring.
Leslie Olds calls on decades of experience in retirement benefits consulting as she advises SBA’s plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.
Olds has led major retirement plan projects for Fortune 500 companies, helping her clients generate millions of dollars in cost savings. She has served clients across multiple industry segments and business models as a trusted advisor, retirement consultant, actuary, relationship manager and project manager. Her areas of expertise include qualified and nonqualified retirement plans, design and implementation support, merger and acquisition strategies, pension settlement and de-risking, operational compliance, optimizing plan administration processes and participant communications.
Leslie received a bachelor’s degree in mechanical engineering from the Georgia Institute of Technology and a master of science degree in applied mathematics from Northwestern University. She is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Member of the American Academy of Actuaries and a Fellow of the Conference of Consulting Actuaries.
She currently serves on the finance team of her church and enjoys volunteering in her local community and on overseas mission trips. She and her husband, Donald, have two children, Preston and Madison.
Matt Perini has designed, developed and implemented a variety of benefits-related applications. He has expertise in the areas of systems design, programming, database design, product development, compliance, communications, benchmarking and administration.
Matt provides services around administrative best practices, program design and process evaluation and re-engineering; data collection/mining, analysis and cleanup; administrative reporting, forms consulting and development; product service usability studies; and evaluations of prospective products and/or vendor services.
Matt studied computer science at Clemson University. He enjoys cooking and spending time with wife and dogs.
Lori Pocock is a benefits consultant bringing years of experience to SBA. Lori has worked extensively in the areas of system development, defined contributions, defined benefits, health & welfare and payroll. Her experience and skill set span project management to technical programming to intricate data analysis. Lori possesses excellent verbal and written skills as well as the ability to multi-task in a stressful and fast-paced environment. Due to her breadth of experience, Lori is frequently involved with projects that span multiple benefit areas and require coordination between systems.
Lori graduated with a B.A. in computer science from Texas Lutheran University. She is also a certified Project Management Professional through the Project Management Institute.
Outside of work, Lori likes to travel to the beach and scuba dive.
Lesley Posey has 30 years of experience as a retirement actuary. Her pension and retiree medical consulting expertise includes plan design, administration and forecasting; governmental filings and nondiscrimination testing; and plan operational reviews and troubleshooting (such as data and calculation remediation and lost participant resolution). She has served dozens of pension plan sponsors and administrators across a wide range of industries.
Lesley is an Enrolled Actuary (EA) and an Associate of the Society of Actuaries (ASA). She holds a bachelor’s degree in math and economics from St. Olaf College in Northfield, Minnesota. In her free time, Lesley loves to travel.
A benefits consultant with SBA, Robin Powell specializes in quality assurance, management, communications and operational effectiveness. She is responsible for the day-to-day operations of the administrative service center, where she oversees training of the service center staff, ensures the quality and timeliness of the work product, coordinates all incoming and outgoing correspondence, answers participant questions and coordinates the benefits delivery effort among various vendors. In addition to her internal role, she is a skilled project manager who works closely with clients, ensuring their pension administration needs are being met and troubleshooting issues when needed. Robin graduated from the Georgia Institute of Technology with a B.S. in management.
Robin loves to play tennis, but much of her spare time is spent volunteering for philanthropic organizations, serving on the Perimeter North Young Life Committee and being a grade-level advisor for the National Charity League of Dunwoody.
David Runsick has decades of benefits industry experience, most of it concentrated in defined contribution work. Prior to joining SBA, he worked in the human capital group of a major accounting firm and with a large consulting and recordkeeping firm.
David’s skills include data management, Form 5500 filings, non-discrimination testing, voluntary compliance filings and support of plan terminations. He has worked with small, medium and large companies providing a wide range of services. His understanding of the daily valued recordkeeping environment allows him to support clients in a variety of capacities, including being a liaison between clients and third-party administrators in support of general recordkeeping services.
For more than a decade, David has coached community baseball, softball and football teams in addition to serving on his community softball board. He also volunteers in the preschool department and on various committees at his church.
David graduated from Ouachita Baptist University with a B.S. in Accounting and has earned certification from ASPPA as a Qualified Pension Administrator.
Over the course of her decades-long career, Kim Shumate has developed comprehensive project plans and managed successful transitions of defined contribution plans, defined benefit plans and health and welfare plans for some of the country’s largest and most complex corporations. With each of these transitions, Kim managed internal and client resources as well as outsourcing vendors to ensure expedient and thorough completion of all required conversion steps, including specifications, employee communications, systems testing and training/testing of call center representatives. As a critical part of each successful transition, Kim identified and tracked countless issues, ensuring timely and accurate resolution of each.
In addition to core benefit implementations and project management, Kim has supported vendor search and implementation projects for other employee programs and leading-edge technology solutions, including employee recognition programs, total benefits mobile app development, non-qualified executive benefit administration and artificial intelligence/machine learning HR solutions. She has also managed vendor recovery projects for clients struggling with poor delivery from their existing administrative vendors. By interviewing members of the vendor and client teams, Kim identified critical areas that needed to be addressed, developed collaborative plans to address the problems and managed those plans to successful completion.
Kim graduated magna cum laude with a B.S. in computer science from the University of Georgia. She currently serves on the finance team of her church and enjoys daily exercise and spending time with family and friends. Kim and her husband, Barry, have two children, Morgan and Nick.
Carol Simmons’ strong background in mathematics allows her to provide detailed and highly accurate services for SBA clients, including data analysis and cleanup, accrued benefit calculations, preparation of benefit statements and preparation of data delivery to outsourcers. She has worked with plans in excess of 10,000 active participants.
Prior to joining SBA, Carol worked as an actuary in the retirement consulting division of a large outsourcing firm. She later taught as an assistant professor of mathematics at North Georgia College & State University and has won awards for excellence in teaching.
She enjoys spending time with her family, baking and serving on the board of the Wesleyan Arts Alliance, where she is heavily involved with the annual Artist Market fundraiser supporting student programs, facilities and education in the arts at her children’s school.
Carol earned her B.A. with distinction in mathematics from Hendrix College, her M.S. in mathematical sciences with a concentration in operations research from Clemson University and her Ph.D. in discrete mathematics with an emphasis in design theory/graph theory from Auburn University.
Harry Souder has decades of industry experience in actuarial and outsourcing consulting, including work with both defined benefit and defined contribution plans. Prior to joining SBA, he worked for a large consulting and recordkeeping company.
Harry has provided a wide variety of services and support for small, medium and large plans. His experience includes data management, benefit calculations, government filings and annual valuations for defined benefit and defined contribution plans. He has performed cost studies, non-discrimination testing, top-heavy testing and plan terminations. Harry also has experience with actuarial software supporting employee benefits, including system maintenance and modifications, voice support and full-service processing. His experience allows him to bring practice-based skills to a variety of challenges faced by plan sponsors.
Harry earned his B.A. in Actuarial Science from Georgia State University. In his spare time, he is an avid fisherman.
Allyson Till is a benefits consultant with SBA. She has worked in the plan sponsor environment as a large-plan retirement administrator and in the consulting environment with a major employee benefits consulting firm as well as an employee benefits administration software provider. Allyson’s breadth of experience makes her a natural fit and strong addition to the SBA team. She is a proven problem solver and an excellent relationship builder.
Allyson graduated from Northeastern University with a bachelor’s degree in business administration and from Pepperdine University with a master’s degree in international business. She is a competitive league and tournament bowler and enjoys reading and playing cribbage.
Beth Tuttle is a benefits consultant and integral part of the administrative service center team at SBA. She is highly organized and a proven problem solver. Focusing on customer relationships is her top priority.
Beth completed business administration coursework at The University of Houston. She finds great satisfaction in finding lost participants and commencing their benefits.
Joseph Zatto has been a leader in the employee benefits field since 1957. During his distinguished career, he has held senior positions at a national consulting organization, including Chief Actuary and Regional Managing Director. Over the years, Joe’s focus has been on providing superior, practical consulting advice to his clients. He is known for his depth and breadth of experience, his ability to communicate complex retirement issues in layman’s terms and his relentless focus on matching benefit programs to a corporation’s overall strategy while also considering the interests of plan participants.
Joe’s experience includes plan design, mergers, acquisitions, union negotiations, forecasts of changes in funding methods and asset reversions. He often serves in the capacity of special consultant because of his unique qualifications.
Joe has been a guest speaker at local and national meetings of the Financial Executives Institute, the National Association of Accountants and other retirement industry forums. He also has served as an expert witness in conjunction with pension and retiree medical plans. Joe is in retirement status as a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and an Enrolled Actuary.