Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
PressSBA's approachable yet informative summary identifies the SECURE 2.0 provisions that will have the greatest impact on defined contribution (DC) plan sponsors now and for the next several years....
SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs
PressThis month marks SBA's 20th anniversary. Since 2002, we have helped organizations in every sector of the North American economy navigate their toughest employee benefits challenges while reducing plan expenses and improving efficiency,...
Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
PressA new retirement reform bill dubbed the 'SECURE Act 2.0,' currently under consideration by the House, contains provisions that are likely to affect a majority of retirement plan sponsors. Here's our rundown....
Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant
PressKah-Lee Wong, FSA, EA, MAAA, has joined SBA as a senior benefits consultant. She brings over 30 years' experience leading benefit consulting teams with a focus on DB and H&W plans....
Strategic Benefits Advisors launches ‘Lightning Benefits Survey’ series for plan sponsors
PressThe bi-monthly surveys will give employers access to actionable intelligence and peer benchmarking on a variety of employee benefits topics....
Chris Lorino returns to Strategic Benefits Advisors as defined benefit administration team leader
PressLorino possesses 30 years’ experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers....
Strategic Benefits Advisors urges 401(k) plan sponsors to review payroll procedures before year’s end to ensure SECURE Act readiness
PressStarting January 1, 2021, plan sponsors must begin counting hours for part-time employees who work at least 500 hours a year. Employees who work 500 hours for three consecutive years must be offered the opportunity to participate in...
Strategic Benefits Advisors makes list of Atlanta’s top employee benefits and compensation companies for second year
PressFor a second consecutive year, Strategic Benefits Advisors has been named to the Atlanta Business Chronicle’s list of the top 20 employee benefits and compensation companies in Atlanta....
New SBA service fills plan sponsors’ need for pandemic-friendly, cost-effective sourcing of third-party benefit service providers
PressTravel 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...
SBA publishes guidance on which CARES Act provisions require immediate action by health and retirement plan sponsors
PressPlan sponsors will need to coordinate with healthcare providers immediately to begin complying with the law's mandatory provisions. While most retirement plan provisions are optional, they are nonetheless time-sensitive and call for...
UPDATE: Trump enacts biggest changes to employer-sponsored retirement plans in over a decade
PressThe SECURE Act has been signed into law by President Trump. The law's provisions, most of which go into effect January 1, will affect the way DC and DB plans are administered in 2020 and beyond....
UPDATE: SECURE Act could be passed into law by week’s end
PressNow 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....
UPDATE: Secure Act logjam shows no signs of immediate resolution
PressPassed by the House with a nearly unanimous margin of 417 yeas to 3 nays this June, and despite holding the consent of 97 of 100 senators, the SECURE ACT may not be passed by the Senate in 2019. Here's the latest....
Strategic Benefits Advisors named among Atlanta’s top employee benefits and compensation companies
PressStrategic Benefits Advisors has been named to the Atlanta Business Chronicle’s list of the top 20 employee benefits and compensation companies in Atlanta....
New bill targets employer-sponsored retirement plans
PressPending 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
PressStrategic 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...
Strategic Benefits Advisors promotes three consultants to director level
PressStrategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder, all experienced benefits consultants,...