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 were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
Kim Shumate
Shumate joined SBA as a senior benefits consultant in 2011, bringing with her over 28 years’ experience as a retirement plan consultant. Since joining SBA, she has spearheaded numerous key projects, including the recent transitions of a Fortune 500 plan sponsor’s defined contribution (DC), defined benefit (DB), health and welfare and non-qualified plans to new outsourcing providers.
David Runsick, Q.P.A.
Runsick joined SBA in 2005 as a senior benefits consultant. He possesses over 20 years of benefits industry experience specializing in DC plans. David is expert in many areas including complex error correction and compliance issues.
Harry Souder
Souder has been a benefits consultant at SBA since 2003. A nearly 30-year practitioner of actuarial and outsourcing consulting, he has extensive experience working with both DB and DC plans of all sizes. Harry is exceptional at large-scale data projects and complex benefit calculations.
“Strategic Benefits Advisors works hard to cultivate a team of deeply knowledgeable and effective leaders in employee benefits consulting,” said SBA Co-Founder and Principal Mindy Zatto. “We are pleased to elevate Kim, David and Harry to the director level and look forward to their continued contributions to the success of SBA and our clients.”