Strategic Benefit Services Uncovered: Video Reveals Inspiration Behind Retirement Advisory Services

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Strategic Benefit Services (SBS), an independent retirement advisory firm, has challenged themselves to take an introspective look at not only what they do, but why they do it. Many retirement advisory firms offer similar services, so SBS developed a new video to demonstrate how their approach to advisory services distinguishes them from other retirement advisory firms.

"Our advocacy approach allows us to build real relationships with our clients, creating a shared fiduciary responsibility between SBS and the companies we advise.” said James J. Kelley, SBS President.

SBS’ corporate structure is unique in the industry in that it is owned by a nonprofit organization. Deeply ingrained in the corporate culture is the belief that putting the interests of the client first and foremost is paramount. Staying true to their lineage, SBS is able to carry that philosophy through to their clients with their advocacy approach to retirement and benefits advisory services.

“Our advocacy approach allows us to build real relationships with our clients, creating a shared fiduciary responsibility between SBS and the companies we advise,” said James J. Kelley, SBS President. “At a time when legal and regulatory changes are making it more difficult to stay ahead of the fiduciary responsibilities, it is more important than ever to stay connected with our clients.” SBS’ new video and redesigned website help to send this important message to plan fiduciaries.

The newly redesigned website features a dedicated resources page with educational content, a regularly updated blog, as well as the video describing the SBS approach to advisory services. The Resources page includes custom articles and whitepapers to provide education on the roles and responsibilities of plan fiduciaries, important factors for improving participant outcomes, and best practices for maintaining a retirement plan.

“We are in the business of protecting our clients, and we take our mission to serve in this way very seriously,” said Mr. Kelley. “Our client-focused, comprehensive, full-service approach to retirement advisory services allows our clients to make informed decisions on employee benefit offerings.”

Strategic Benefit Services is one of the largest retirement plan consulting firms in the northeast with more than $4 billion in assets under management. Known for delivering tangible business results to finance and human resource leaders, SBS enables plan sponsors to optimize their retirement plan offering to employees while at the same time providing the fiduciary oversight that is so important in today’s highly regulated environment.

SBS has a 45-year record of providing retirement advisory services for healthcare and non-profit organizations. The firm provides long-term client advocacy without the pressure of short-term quarterly profits, product margins, and stock price issues associated with publicly-traded companies. With offices in New York and New Jersey, SBS provides independent, unbiased, fiduciary expertise through a comprehensive array of retirement solutions.

Securities offered and sold through Healthcare Community Securities Corporation (HCSC), Member FINRA/SIPC, and a Registered Investment Advisor.

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James J. Kelley