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Strategic Benefit Services - Retirement Plan Services & Employee Benefits

For over 40 years, SBS has provided cost-effective employee benefits and retirement planning programs.

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For over 40 years, SBS has provided cost-effective employee benefits and retirement planning programs.
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Strategic Benefit Services - Retirement Plan Services & Employee Benefits | strategicbenefitservices.com Reviews

https://strategicbenefitservices.com

For over 40 years, SBS has provided cost-effective employee benefits and retirement planning programs.

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Strategic Benefit Services

Retirement and Benefit News. Monday, June 22, 2015. Supreme Court Ruling Highlights Importance of Fiduciary Responsibility. Yet, the underlying premise behind the decision in this case is not particularly glamorous. It is very familiar to us all: the fiduciary responsibilities of a plan sponsor. Fiduciary Duties and Liabilities. Thursday, June 18, 2015. Steve Puckett of SBS Makes Top 100 Retirement Plan Adviser List. The PLANADVISER Top 100 Advisers. At SBS, Steve. Manages and consults on retirement plan...

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Resources - Strategic Benefit Services

http://strategicbenefitservices.com/resources

4 Steps to Building An Optimal Retirement Plan Lineup for Participants. Fiduciaries are challenged to successfully build an optimal investment menu that is designed to guide participant choices and improve their retirement readiness. This whitepaper outlines a four-step process for constructing an optimal investment menu that fosters ERISA compliance, provides desirable investment choices for plan participants, and will ultimately impact retirement outcomes. 2014 Retirement Plan Survey. This white paper ...

2

Retirement Plan Services - Strategic Benefit Services

http://strategicbenefitservices.com/retirement-plans

Our experienced industry veterans. Provide the highest caliber expertise and diligence. Our clients are confident their fiduciary responsibilities are being met. See how SBS helps Saratoga Hospital reduce their plan expenses and stay compliant. Investment Selection and Monitoring. Plan Optimization and Governance. Vendor Management and Benchmarking. Employee Communication and Education. Merger and Acquisition Support. Investment Selection and Monitoring. Retirement Plan Committee Development. Co-fiduciar...

3

About Us - Strategic Benefit Services

http://strategicbenefitservices.com/about

More than 40 years of experience in the field. Independent and Objective Advice. SBS is an industry leader in providing trusted advisory services, retirement plan offerings. Best-in-class employee benefits products. And a wide array of solutions. That position your organization and employees for success. What People Are Saying:. Our board is very comfortable with where the plan is right now because of what we've done with SBS.". Director, Human Resources at Saratoga Hospital. Enrollment, Communication,.

4

Your Trusted Advisors - Strategic Benefit Services

http://strategicbenefitservices.com/about/bios

James J. Kelley. James J. Kelley. In Jim's role as senior executive for all SBS operations, he sets firm policy and has responsibility for all operations, customer service, and personnel for retirement plan services, employee benefits, and all other Advisory Services. Jim is based in SBS' Albany office. Contact James J. Kelley. We value your privacy. As much as you do and will never share your information with a third party. Carol A. Idone. Client Relationship Management and Consulting. As much as you do...

5

Employee Benefits Consulting - Strategic Benefit Services

http://strategicbenefitservices.com/employee-benefits

Advisory services and tools from Strategic Benefit Services help your human resource leaders implement a plan to keep the people you have and get the people you want. SBS offers various funding arrangements, including self-insured and fully insured programs for employer-sponsored plans. SBS will review current vendors and plan designs to ensure the most appropriate programs are being offered. Consulting and Brokerage Services. Business travel and accident. Term life/accidental death and dismemberment.

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March 2015 - Strategic Benefit Services

http://news.strategicbenefitservices.com/2015_03_01_archive.html

Retirement and Benefit News. Friday, March 27, 2015. Retirement Plan Best Practices for Using an Independent Advisor. Labels: Fiduciary Duties and Liabilities. Friday, March 6, 2015. Retirement Plan Administration Best Practices. Retirement plan sponsors have a difficult challenge: balancing the desire to offer a valued and valuable retirement plan to their employees, with the administrative and regulatory requirements and expense of maintaining the plan. Labels: Fiduciary Duties and Liabilities.

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April 2014 - Strategic Benefit Services

http://news.strategicbenefitservices.com/2014_04_01_archive.html

Retirement and Benefit News. Thursday, April 24, 2014. IRS Issues Guidance on Windsor Decision for Qualified Retirement Plans. On April 4, 2014, the IRS issued Notice 2014-19. Fiduciary Duties and Liabilities. Subscribe to: Posts (Atom). Subscribe to blog via email. Subscribe to rss feed. IRS Issues Guidance on Windsor Decision for Qualif. 169; 2014 Strategic Benefit Services. Securities offered and sold through Healthcare Community Securities Corporation (HCSC), Member FINRA.

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Broker Dealer Firms

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Powered By Private Equity Info. Sorted by industry and. H Beck, Inc. Hall and Romkema Financial Service, LLC. Hamilton Cavanaugh and Associates, Inc. Hancock Investment Service, Inc. Hantz Financial Service, Inc. Harbor Financial Service, LLC. Harbor Investment Advisory, LLC. Harbour Investments, Inc. Harger And Company, Inc. Hazlett, Burt and Watson, Inc. Hennion and Walsh Asset Management, Inc. Heritage Benefits Investment Management, LLC. Herndon Plant Oakley Limited. Higgins Capital Management, Inc.

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IRS Gives Plan Sponsors Welcome Relief for Automatic Enrollment Features - Strategic Benefit Services

http://news.strategicbenefitservices.com/2015/06/irs-gives-plan-sponsors-new-hope-for.html

Retirement and Benefit News. Tuesday, June 2, 2015. IRS Gives Plan Sponsors Welcome Relief for Automatic Enrollment Features. The Internal Revenue Service (IRS) recently announced modified correction methods for errors relating to automatic contribution features, including automatic enrollment, automatic escalation, and employee elective deferrals in both 401(k) and 403(b) plans. BACKGROUND: ELECTIVE DEFERRAL FAILURES. The eligible employee was not automatically enrolled;. Under current safe harbor rules...

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December 2014 - Strategic Benefit Services

http://news.strategicbenefitservices.com/2014_12_01_archive.html

Retirement and Benefit News. Tuesday, December 2, 2014. How Saratoga Hospital Reduced Their Retirement Plan Expenses. When it comes to reducing retirement plan expenses, there is no time to waste! Saratoga Hospital wanted to quickly establish a solid fiduciary process. Read about Saratoga Hospital’s challenges. With its retirement plan, and how Strategic Benefit Services was able to reduce its retirement plan expenses and ensure it is in compliance with ERISA regulations. Fiduciary Duties and Liabilities.

news.strategicbenefitservices.com news.strategicbenefitservices.com

December 2013 - Strategic Benefit Services

http://news.strategicbenefitservices.com/2013_12_01_archive.html

Retirement and Benefit News. Tuesday, December 17, 2013. IRS Provides Guidance on In-Plan Roth Rollovers. The American Taxpayer Relief Act of 2012 amends the requirement that employees wait until a distributable event (i.e., age 59½, termination, death or disability) for an in-plan Roth conversion. With the release of Notice 2013-74. The Internal Revenue Service (IRS) provides additional guidance on in-plan Roth conversions. Subscribe to: Posts (Atom). Subscribe to blog via email. Subscribe to rss feed.

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Steve Puckett of SBS Makes Top 100 Retirement Plan Adviser List - Strategic Benefit Services

http://news.strategicbenefitservices.com/2015/06/steve-puckett-of-sbs-makes-top-100.html

Retirement and Benefit News. Thursday, June 18, 2015. Steve Puckett of SBS Makes Top 100 Retirement Plan Adviser List. Steven Puckett, AIF, CRPS, Vice President of Retirement Services, Strategic Benefit Services (SBS), was recently named to the 2015 PLANADVISER Top 100 Advisers List. The PLANADVISER Top 100 Advisers. At SBS, Steve. SBS is an industry leader in providing trusted advisory services, retirement plan offerings, best-in-class employee benefits products, and a wide array of solutions that posit...

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Supreme Court Ruling Highlights Importance of Fiduciary Responsibility - Strategic Benefit Services

http://news.strategicbenefitservices.com/2015/06/supreme-court-ruling-highlights.html

Retirement and Benefit News. Monday, June 22, 2015. Supreme Court Ruling Highlights Importance of Fiduciary Responsibility. Yet, the underlying premise behind the decision in this case is not particularly glamorous. It is very familiar to us all: the fiduciary responsibilities of a plan sponsor. The key points of the case are as follows:. Both the District Court and the Ninth Circuit Court ruled that the six-year statute of limitations precluded the claims from being brought. In the summary statements, t...

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Strategic Benefit Resources

Who We Work With. Medical Stop-Loss Insurance Services. Self-Funded Health Plan Consulting Services. SL Advisor 3.0 - Stop Loss Optimization and Decision Support Tool. Alternative Risk Transfer Solutions. Who We Work With. Medical Stop-Loss Insurance Services. Self-Funded Health Plan Consulting Services. SL Advisor 3.0 - Stop Loss Optimization and Decision Support Tool. Alternative Risk Transfer Solutions. Flexible. Experienced. Results Oriented. The Missing Piece of the Puzzle. SL Advisor 3.0. Strategic...

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Strategic Benefits

Designing and Implementing employee benefit plans. Benefits for independent contractors. Jul 12, 2013. When a worker is an independent contractor and not an employee, there are important differences for an employer. Jul 12, 2013. As summer approaches more of your client’s employees will be packing their bags for vacations. One thing on their lists should be organizing their …. Why Employees should pay all longterm disability premiums. Jul 12, 2013. Prescription Costs Hitting Canadians: Survey.

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Strategic Services Group

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Strategic Benefits Design - HOME

Strategic H/R Tool Login. H/R Tools and Apps. Choose from any of the insurance services we offer and you can get a fast, free, and instant insurance quote. You'll get the opportunity to view and choose the best plan that is tailored for your needs at the price you deserve. Strategic H/R Tools and Apps. Choose from individual to life to dental or group health insurance - our process is fast taking less than 1 minute! Want to know more about us?

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Strategic Benefits Advisors

Middot; Our Services. Middot; Our Thinking. Middot; Contact Us. Let us prove our worth. As advocates for our clients, we’ve saved them millions of dollars. Our work pays for our services many times over. 2015 Strategic Benefits Advisors ·.

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Strategic Benefit Services - Retirement Plan Services & Employee Benefits

Your Trusted Advisor for Retirement Plan Services and Employee Benefits. For more than 40 years. Strategic Benefit Services has used industry. Expertise and independent analysis to execute plans designed. Around our client needs. How do we differ from other plan advisors? We are not encumbered by the conflicts of interest that many brokers face due to their ownership structure. Many are challenged by the directives of their corporate hierarchy, and others by their compensation arrangements.

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Strategic Benefits Group

Health Insurance for International Students Domestic/ Abroad. Individual Health Insurance Solutions. Making Sense of Retirement, Estate and Legacy Planning. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. Please use our Web site as a resource, and do not hesitate to contact us.

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Strategic Benefits, Inc. Insurance Marketplace |

Senior / Final Expense Life Insurance. Vision / Dental Insurance. Welcome to Strategic Benefits, Inc. Insurance Marketplace Exchange. Independent Insurance Products and Services. As your independent insurance agent, strategic benefits is proud to deliver our insurance broker services whether you seek personal or group insurance. Home and Auto Insurance. If you prefer to speak with an insurance professional, please call us at Coming Soon! And we are happy to provide you with quotes and information.

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Strategic Benefits | Home, Auto, Health & Life Insurance

Home & Auto Insurance. Home & Auto Insurance. An important part of owning a home is ensuring it is properly protected from potential disasters and claims. Our staff can assist you in designing an auto insurance package that will cover you when you need it most. Whether it is insuring your family or providing benefits for your company, our expert agents can help you. In the event of a tragedy, life insurance will help cover future financial needs and protect your family. April 22, tesco cat food. 3880 Hea...

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Employee Benefits Program | Strategic Benefits Online

Bringing you the Best in Coverage. Strategic Benefits specializes in a variety of plans and works with both national and regional insurance carriers. Our services include evaluating, designing and negotiating your Employee Benefits programs. We will make recommendations keeping your individual objectives in mind. Once a program is in place we provide ongoing evaluation to make sure it continues to meet your needs. Cut Your Benefit Costs: New Ways to Save. Women's Preventive Health Benefits.