Strategic Benefits Advisors

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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 500 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 20 years in the field, SBA’s team of actuaries, consultants and systems specialists is among the most experienced in the industry.

Company Details

Address
3567 Parkway Ln, Suite 250
Atlanta, GA 30092

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Products & Services

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Benefits Consulting and Plan Design

We partner with clients to solve specific issues ranging from special-project support to complete plan design. We are...

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Plan Compliance and Operational Review

We perform full-scale or limited-scope reviews of administrative, operational and regulatory plan procedures and...

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Historic Benefits Data Cleanup and Data Analysis

SBA's data analysis strategies, combined with our deep understanding of employee benefits, uniquely qualify SBA to...

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Actuarial Services

We provide the full array of actuarial valuation services for pension plans, including analysis and preparation of...

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403(b) Plan Consulting

The Internal Revenue Service (IRS) issued new regulations mandating changes to the oversight and administration of...

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Administrative Vendor Searches

SBA offers a full spectrum of administrative vendor search services including: — Focused and full-scale RFPs and RFIs...

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Administrative Vendor Implementation Support

SBA provides benefits expertise and personnel to help you handle the workload caused by plan changes and conversions,...

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Vendor Contract Negotiations

Because the principals at SBA have set up and successfully run large outsourcing and consulting operations, we are...

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Vendor Management and Monitoring

SBA's principals have successfully managed large DB, DC and health & welfare outsourcing operations. We understand the...

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News & Press Releases

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Press Release

Strategic Benefits Advisors Named Among Atlanta's Top Employee Benefits and Compensation Companies

Published: 11/5/2019
Press Release

Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant

Published: 5/23/2019
Press Release

New Bill Targets Employer-Sponsored Retirement Plans

Published: 5/6/2019
Press Release

Mary Shah Named Principal at Strategic Benefits Advisors, Inc.

Published: 2/18/2019
Press Release

Strategic Benefits Advisors Promotes Three Consultants to Director Level

Published: 1/28/2019
Press Release

Strategic Benefits Advisors Adds Lesley Posey to Its Benefits Consulting Team

Published: 11/9/2018