Business, Free News Articles

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

ATLANTA, Ga. -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced the firm is celebrating its 20th anniversary. Since opening its doors in April 2002, SBA has 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.

SBA was founded by industry veterans Mindy Zatto and Andy Adams, whose big-firm experience as benefits consultants and plan administrators for some of the world's largest companies earned them a reputation for innovative thinking and exceptional service. Their work also revealed a market need for a new model of employee benefits consulting that could bridge the all-too-common gap between how benefits plans are designed and how they are administered. With this objective in mind, Zatto and Adams started SBA operating out of their homes.

"From day one, SBA set out to do things differently," said Adams. "Plan sponsors need an advocate in their corner - someone who will help close the gaps in their employee benefits. Having experience with both traditional benefits consulting issues and outsourced plan administration gave us a unique perspective on how to deliver the best and most cost-effective services possible. Twenty years in, it's a calling that still energizes us."

Over the last two decades, SBA has grown from its humble beginnings into an award-winning employer whose team of nearly 30 full-time consultants - including seven credentialed actuaries - is among the industry's most experienced. The firm's clients, which range in size from 1,000 to 300,000 employees and span publicly-traded, private and government organizations, turn to SBA to address complex plan issues with practical solutions and expert support.

In the early days, SBA focused on helping plan sponsors optimize their retirement and retiree health plans through plan design, actuarial services, plan de-risking and third-party administrator management. Today, the firm supports every category of employee benefits, from health and welfare to financial wellness and from rewards and recognition to tuition assistance. SBA's more than two dozen service lines now include defined contribution (DC) compliance; vendor search, implementation, management and recovery; plan governance; outsourced pension administration; specialty call center support; and much more.

"SBA's focus on doing right by our clients and our colleagues has rewarded us with the opportunity to create lifelong relationships, not just business partnerships," said Zatto. "This commitment has been our guidepost for 20 years and will continue to define our business for the next 20 years to come."

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 1,000 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 25 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit https://www.sba-inc.com/.

Related link: https://www.sba-inc.com/

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Business, Free News Articles, Insurance, NonProfit and Charities

EPIC Acquires Not-For-Profit and Social Services Specialist Total Management Corporation (TMC)

MELVILLE, N.Y. -- Total Management Corporation (TMC) and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of TMC.

Based in Melville, NY with a second office in Manhattan, TMC has created customized, specialty programs for Not-For-Profit & Social Services Organizations and a range of other industries for more than 50 years.

The addition of TMC further strengthens EPIC's own commitment to the Non-Profit and Community Services sectors and adds 19 new team members to EPIC's rapidly growing operations in the Northeast Region and across the country.

Since EPIC's founding in 2007, the firm has built a strong, positive reputation nationally for service excellence, innovation, community involvement, collaboration, and having fun - all in the interest of being a "people first" (clients and team members) organization.

Said Phil Bilello of TMC, "We are very happy and excited to join the EPIC organization. Our team will be able to leverage EPIC's national platform to further expand our business and deliver additional products, services and resources to all clients we serve, particularly those in the Not-For-Profit & Social Services space."

Upon joining EPIC, the business will operate as TMC Group - a Division of EPIC and TMC's leadership will play an active role within EPIC's Northeast Region.

Said Tom O'Neil, Northeast Region President of EPIC, "Across more than 50 years the team at TMC has established a reputation as innovative specialists, trusted advisors and aggressive client advocates. They are an outstanding addition to our own 'people first' organization and culture and we are excited to welcome them into the EPIC family."

About TMC Group - a Division of EPIC:

Total Management Corporation (TMC) provides customized risk management, property & casualty insurance, and life and health insurance solutions to individuals and businesses in the Real Estate, Construction and Hospitality industries with a particular emphasis on the needs of Not-For-Profit and Social Service organizations.

For more than five decades, TMC's experienced, client-focused advisors have provided expert personal assistance and creative, cost-effective solutions, delivering strong value and needed results.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 40,000 clients.

With run rate revenues of more than $400 million, EPIC is now the 15th largest retail insurance broker in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/

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