Tag: Employee Benefits Consulting
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Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.
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Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm’s defined benefit (DB) administration team. Lorino possesses 30 years’ experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.
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Strategic Benefits Advisors Urges 401(k) Plan Sponsors to Review Payroll Procedures Before Year’s End to Ensure SECURE Act Readiness
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.
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Strategic Benefits Advisors Makes List of Atlanta’s Top Employee Benefits and Compensation Companies for Second Year
ATLANTA, Ga. — For a second consecutive year, independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle’s list of the top 20 employee benefits and compensation companies in Atlanta.
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EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-U.S.) Employee Benefits
NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.
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EPIC’s Tom Mackey Recognized as 2019 ‘Young Gun’ by Insurance Business America
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA).
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EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America
NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA).
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EPIC adds Cecille Feliciano in Los Angeles CA
LOS ANGELES, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits.
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New Bill Targets Employer-Sponsored Retirement Plans
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today informing employers that bipartisan legislation currently pending could significantly revise the rules for employer-sponsored retirement plans.
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Strategic Benefits Advisors Promotes Three Consultants to Director Level
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm 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…