NACUSO Marketplace Provider
Organization Name: Strategic Benefits Advisors
NACUSO Membership: Standard
Year Formed: 2002
Description of Your Services:
Strategic Benefits Advisors (SBA) is an employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for organizations ranging from 500 to over 300,000 employees. Founded in 2002, 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 25 years in the field, SBA’s team of actuaries, consultants and systems specialists is among the most experienced in the industry.
"SBA’s focus on doing right by our clients and our colleagues has rewarded us with the opportunity to create lifelong relationships, not just business partnerships." — Mindy Zatto, Founding Principal
Strategic Benefits Advisors (SBA) is an employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for organizations ranging from 500 to over 300,000 employees. Founded in 2002, 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 25 years in the field, SBA’s team of actuaries, consultants and systems specialists is among the most experienced in the industry.
"SBA’s focus on doing right by our clients and our colleagues has rewarded us with the opportunity to create lifelong relationships, not just business partnerships." — Mindy Zatto, Founding Principal
Services You Provide:
Consulting Services:Mergers and AcquisitionsGovernance and Operations AdviceOperational Services (Consulting)Strategic Planning
Cost Control Solution:Cost Control for Credit Unions
Operational Services:Internal AuditsManagement of Employee BenefitsCall Center
Why should a credit union use your services?:
Competitive Fees
Our hourly rates are significantly lower than what the “big box” firms charge, even though we have one of the most experienced teams in the business.
A Customized Approach
We develop tailored solutions for each credit union’s specific needs. Our experience has shown us there is no such thing as “one size fits all.”
Objective & Client-Oriented
We are independent and fee-for-service. We don't sell any insurance products and have no incentive to steer you toward certain products or services, enabling us to always work with the advocacy of credit unions, their employees, and their members in mind.
Small But Mighty
Our team of 31 actuaries, consultants, project managers and data specialists is just right for working with credit unions; we're big enough to serve your needs and small enough to be nimble.
Competitive Fees
Our hourly rates are significantly lower than what the “big box” firms charge, even though we have one of the most experienced teams in the business.
A Customized Approach
We develop tailored solutions for each credit union’s specific needs. Our experience has shown us there is no such thing as “one size fits all.”
Objective & Client-Oriented
We are independent and fee-for-service. We don't sell any insurance products and have no incentive to steer you toward certain products or services, enabling us to always work with the advocacy of credit unions, their employees, and their members in mind.
Small But Mighty
Our team of 31 actuaries, consultants, project managers and data specialists is just right for working with credit unions; we're big enough to serve your needs and small enough to be nimble.
Are You a CUSO?: No
Are there investment opportunities for credit unions?: No
Describe Your Business Model:Fee for services.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: No
Website Link: https://www.sba-inc.com
Contact Information:Jay SchmittPrincipal2392 Mt Vernon Rd #200, Atlanta, GA 30338(770) 551-8989 x113(770) 551-8481 (fax)jay.schmitt@sba-inc.com
Additional Information:
Services provided by type of employee benefit plan
| DEFINED CONTRIBUTION RETIREMENT PLANS |
DEFINED BENEFIT RETIREMENT PLANS |
HEALTH & WELFARE PLANS |
NON- QUALIFIED PLANS |
|
| BENEFIT PLAN CONSULTING | ||||
| Strategic consulting & plan design | ✓ | ✓ | ✓ | ✓ |
| Actuarial valuations | ✓ | ✓ | ||
| Actuarial consulting | ✓ | ✓ | ||
| Benefit calculations | ✓ | ✓ | ✓ | |
| Plan freeze/termination consulting | ✓ | ✓ | ||
| Plan freeze/termination administration | ✓ | ✓ | ||
| Lump sum windows | ✓ | ✓ | ||
| Data cleanup | ✓ | ✓ | ✓ | ✓ |
| Compliance | ✓ | ✓ | ✓ | ✓ |
| VCP corrections and filings | ✓ | ✓ | ✓ | ✓ |
| M&A due diligence & support | ✓ | ✓ | ✓ | ✓ |
| BENEFITS ADMINISTRATION CONSULTING | ||||
| Vendor searches | ✓ | ✓ | ✓ | ✓ |
| Historical error identification/correction | ✓ | ✓ | ✓ | ✓ |
| Contract and SLA negotiation | ✓ | ✓ | ✓ | ✓ |
| Vendor management | ✓ | ✓ | ✓ | ✓ |
| Vendor recovery | ✓ | ✓ | ✓ | ✓ |
| Vendor implementation project mgmt.. | ✓ | ✓ | ✓ | ✓ |
| Fee analysis | ✓ | ✓ | ✓ | ✓ |
| Open enrollment support | ✓ | |||
| BENEFITS ADMINISTRATION OUTSOURCING | ||||
| Third-party administration | ✓ | ✓ | ||
| Specialty call/service center | ✓ | ✓ | ✓ | |
| QDRO | ✓ | ✓ | ✓ | |
| Fulfillment services | ✓ | ✓ | ✓ | |
| ACA reporting | ✓ | |||
| Advocacy | ✓ | ✓ | ✓ | ✓ |