Press

Strategic Benefits Advisors Principal Mindy Zatto honored with EBN’s 2023 Excellence in Benefits Award

September 12, 2023

Employee Benefit News honors SBA Founding Principal Mindy Zatto as an influential leader driving change in the employee benefits space.

Strategic Benefits Advisors Founding Principal Andy Adams retires

Andy Adams retires after 36 years in the employee benefits industry. He spent 21 of those years as a principal at Strategic Benefits Advisors, a firm he co-founded in 2002.

Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation

January 5, 2023

SBA'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.

Strategic Benefits Advisors promotes Robin Powell to director

Robin Powell is SBA's newest director. An industry veteran of more than two decades, she runs SBA's administrative service center and is a regular contributor to Employee Benefit News.

SBA commemorates 20 years of serving large and mid-sized employers’ benefits consulting needs

This 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, compliance and the participant experience.

Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill

A 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

Kah-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

The bi-monthly surveys will give employers access to actionable intelligence and peer benchmarking on a variety of employee benefits topics.

Strategic Benefits Advisors urges 401(k) plan sponsors to review payroll procedures before year’s end to ensure SECURE Act readiness

October 29, 2020

Starting 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 their organization’s 401(k) plan beginning in 2024.

Strategic Benefits Advisors makes list of Atlanta’s top employee benefits and compensation companies for second year

September 30, 2020

For 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

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.

SBA publishes guidance on which CARES Act provisions require immediate action by health and retirement plan sponsors

Plan 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 coordination with the plan sponsor's recordkeeper and actuary.

UPDATE: Trump enacts biggest changes to employer-sponsored retirement plans in over a decade

December 23, 2019

The 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

December 19, 2019

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.

UPDATE: Secure Act logjam shows no signs of immediate resolution

November 5, 2019

Passed 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

November 5, 2019

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 bill targets employer-sponsored retirement plans

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

February 12, 2019

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.

Strategic Benefits Advisors promotes three consultants to director level

January 15, 2019

Strategic 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, were promoted in recognition of their sustained contributions to SBA.

Strategic Benefits Advisors adds Lesley Posey to its benefits consulting team

September 7, 2018

Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services.