Senior Leadership

Photo of Mindy Zatto

Mindy Zatto
FSA, EA, FCA, MAAA, MSPPA

Founder & Principal

  • Experience: 34 years
  • Specialties: Plan design, implementation, administration and termination; benchmarking; M&A due diligence; protected benefit analysis; cost studies; union negotiations; compliance
  • Education: B.A. in Applied Mathematics, Harvard University

Mindy Zatto co-founded Strategic Benefits Advisors in 2002.  She has over 30 years of industry experience and is widely recognized as a leader in the employee benefits field. Mindy has assisted numerous Fortune 500 companies in plan design and implementation, benchmarking and merger/acquisition due diligence as well as protected benefit analysis, plan terminations, cost studies, union negotiations, early retirement enhancement programs and nondiscrimination testing and compliance solutions.

Mindy has also worked extensively in the areas of benefit calculation audits, historical data clean-up, administrative system design, participant self-service Web application design, administrative reengineering, comprehensive benefit statement development, legal case support, government filing requirements and compliance programs and countless special projects to address significant client issues.  In addition, she has helped third-party providers in the industry evaluate potential new capabilities and product offerings that they can bring to the market and has assisted them in the due diligence, development and implementation of these new services.

Mindy’s areas of expertise encompass defined benefit, defined contribution and health and welfare programs — both from a strategic plan design level as well as an administrative level.  She was an industry pioneer in the defined benefit outsourcing arena and developed one of the first complete defined benefit administration practices in the country.

Mindy majored in applied mathematics at Harvard College, where she graduated cum laude. She is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Member of the American Academy of Actuaries, a Fellow of the Conference of Consulting Actuaries and a Member of the Society of Pension Professionals and Actuaries.


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Lynn Bullard
ASA, EA, FCA

Principal

  • Experience: 39 years
  • Specialties: Plan design, implementation and communication; benchmarking; actuarial valuations; DB and DC compliance; recordkeeping operations; ongoing administration
  • Education: B.B.A. in Actuarial Science, Georgia State University
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Jay Schmitt
ASA

Principal

  • Experience: 31 years
  • Specialties: Benefits administration; HR technology; benefit statements; actuarial valuations; complex implementations
  • Education: Masters in Actuarial Science, Georgia State University; B.S. in Mathematics, Davidson College
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Mary Shah
FSA, EA, FCA, CPPT

Principal

  • Experience: 34 years
  • Specialties: Actuarial valuations; financial forecasting; risk assessment and mitigation; M&A due diligence; implementation support
  • Education: B.S. in Mathematics, Davidson College

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Robin Powell
 

Director
 

  • Experience: 22 years
  • Education: B.S. in Management, Georgia Tech
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David Runsick
QPA

Director,
Senior Benefits Consultant

  • Experience: 30 years
  • Education: B.S. in Accounting, Ouachita Baptist University
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Kim Shumate
 

Director,
Senior Benefits Consultant

  • Experience: 35 years
  • Education: B.S. in Computer Science, University of Georgia

 
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Andy Adams
 

Founder and Principal
(Retired 2023)

  • Experience: 36 years
  • Specialties: Plan administration; complex implementations; recordkeeping and call center operations; vendor search, management and recovery; contract negotiations; plan audits
  • Education: B.S. in Industrial Management, Georgia Tech