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.
“Mary has displayed both a mastery of servicing various types of clients with complex benefits needs and tremendous leadership skills within our organization – characteristics we seek in a principal at Strategic Benefits Advisors,” said SBA Co-Founder and Principal Mindy Zatto. “We welcome her to the senior management team and know she will continue to play a key role in guiding our consultants’ and clients’ success.”
Shah joined SBA as a benefits adviser in 2016, bringing with her more than 25 years of consulting experience at top-tier actuarial and employee benefits consulting firms. Shah’s areas of expertise include actuarial valuations, financial forecasting, risk assessment and mitigation, benefits implementation support and mergers and acquisitions due diligence. She has earned the designations of Fellow of the Society of Actuaries and Enrolled Actuary.
“Strategic Benefits Advisors prides itself on staffing only experienced, service-oriented benefits professionals, which makes it a special honor to be recognized in this fashion,” said Shah. “I look forward to helping shape the future of our growing firm while continuing to serve clients with creative and effective benefits consulting.”