Products by Strategic Benefits Advisors

We partner with clients to solve specific issues ranging from special-project support to complete plan design. We are experts in all types of employee benefits plans, including defined benefit retirement plans, defined contribution retirement plans, health & welfare plans, non-qualified plans,... Read more »

We perform full-scale or limited-scope reviews of administrative, operational and regulatory plan procedures and requirements and provide thorough assessments with practical recommendations. Read more »

SBA's data analysis strategies, combined with our deep understanding of employee benefits, uniquely qualify SBA to organize, analyze, research and resolve data issues. If you are undertaking a new system implementation or conversion from an old system, data issues can derail even the... Read more »

We provide the full array of actuarial valuation services for pension plans, including analysis and preparation of data, funding requirements, financial accounting standards expense and disclosure, multi-year projections and government reporting. We can support other strategic client projects,... Read more »

The Internal Revenue Service (IRS) issued new regulations mandating changes to the oversight and administration of 403(b) plans. These 403(b) regulations were the first issued in more than 40 years. SBA’s experts are prepared to help clients define your plan model, create a plan document,... Read more »

SBA offers a full spectrum of administrative vendor search services including: — Focused and full-scale RFPs and RFIs for health & welfare plans, recognition programs, financial wellness initiatives, and all types of retirement plans — Public and Private Exchange readiness evaluation, analysis,... Read more »

SBA provides benefits expertise and personnel to help you handle the workload caused by plan changes and conversions, high-volume periods and special plan events. Our support can be provided on-site or at a distance. We make sure your projects come in on time and within budget. We have assisted... Read more »

Because the principals at SBA have set up and successfully run large outsourcing and consulting operations, we are ideally positioned to advise clients regarding contract terms and provisions, and pricing. In short, we know the pitfalls plan sponsors need to be aware of and to avoid. We analyze... Read more »

SBA's principals have successfully managed large DB, DC and health & welfare outsourcing operations. We understand the pitfalls and the areas that must be monitored and controlled. We perform a thorough analysis, pinpoint issues, develop and implement action plans, and work with your provider to... Read more »

In situations where the performance of a vendor has fallen to levels that are not acceptable, vendor recovery may be an appropriate option to pursue. SBA’s process for vendor recovery includes the following steps: — Review the vendor’s contract for scope of services, service level agreement... Read more »

Terminating a defined benefit pension plan requires careful planning and meticulous attention to detail. The planning and execution process takes anywhere from 6 months to over 2 years and requires a focused, coordinated effort of the employer, actuary, legal counsel, benefits committee,... Read more »

Because the plan termination process is confusing and often upsetting to participants, it is critical that your administrator accurately answer questions and respond to requests in a timely manner. SBA’s high-touch service center and outsourcing operation provides these services. Our call... Read more »

SBA’s experience in the areas of H&W exchanges and benefits administration makes us an ideal partner to assist with search services for Pre-65 retiree, Post-65 retiree, or active private exchanges. SBA monitored the exchange laws and associated emerging market since 2010. Once the market... Read more »

Under the Affordable Care Act’s employer shared responsibility provisions, certain employers have information reporting responsibilities to support their tracking of the health care coverage they are offering their employees and which employees (and dependents) are actually covered under those... Read more »

SBA provides clients full defined benefit outsourcing services for both qualified and non-qualified plans. Our services include actuarial projections and calculations for participants, comprehensive communications and fulfillment services for those participants commencing payments, payment... Read more »

In order to meet the increasingly complex demands of QDRO servicing, Strategic Benefits Advisors, Inc. (SBA) provides clients with comprehensive servicing of DROs by developing and maintaining a custom DRO center that has the following attributes: — A dedicated 800# that will be used only for... Read more »

When two companies merge or a business is acquired through a stock or asset purchase, attention must be paid to the benefit plans of the company being acquired. Particularly in a merger or a stock acquisition, the acquiring company can become responsible for the benefit plans of the acquired... Read more »

For clients who need to communicate benefits-related information to their employees, SBA developed a specialty call center operation staffed with highly responsive, knowledgeable benefits professionals. Clients utilize our high-touch service to communicate details of and answer participant... Read more »