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New Report Confirms Benefits of Using a Dedicated Retirement Plan Advisor
  • USA - English


News provided by

Strategic Benefit Services

Jul 30, 2013, 03:00 ET

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Albany, N.Y. (PRWEB) July 30, 2013 -- With the ongoing transformation of retirement services industry regulations, how can your organization be confident it is both competitive and compliant? A new report from Strategic Benefits Services (SBS), 7 Reasons for Hiring a Dedicated Retirement Plan Advisor offers key insight into how working with a retirement advisor can help plan sponsors meet their fiduciary responsibilities and improve the probability of investment goals being achieved.

Working with a Plan Advisor dedicated to retirement ensures your organization is kept abreast of changes in the industry and in the regulatory environment.

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“Working with a Plan Advisor dedicated to retirement ensures your organization is kept abreast of changes in the industry and in the regulatory environment,” said James Kelley, SBS President. “From helping the institution establish investment policies to conducting ongoing audits, a Plan Advisor interprets all relevant developments for its clients, ensuring they are meeting their fiduciary responsibilities.”

SBS is one of the largest retirement plan consulting firms in the northeast, delivering tangible business results to finance and human resource leaders, thus enabling them to optimize their retirement plan offerings to employees. SBS provides long-term client advocacy without the pressure of short-term quarterly profits, product margins, and stock price issues associated with publicly-traded companies.

“Our client-focused, comprehensive, full-service approach to retirement advisory services allows our clients to make informed decisions on employee offerings,” said Mr. Kelley. “With complex regulatory reform in the retirement arena, more companies need to re-examine their retirement plans. SBS advisors serve as objective guides through the decision-making process.”

The 7 Reasons for Hiring a Dedicated Retirement Plan Advisor report can be downloaded for free on the Strategic Benefits Services website http://www.strategicbenefitservices.com.

SBS, an affiliate of the Healthcare Association of New York State, is located near Albany, with offices in Rochester, New York; and Westfield, New Jersey.

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

James Kelley, Strategic Benefit Services, http://www.strategicbenefitservices.com, (855) 882-9177, [email protected]

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