203 N. LaSalle St., ste 2100
Chicago, IL 60601
phone 312-224-2763
 

Strategic Benefits Advisors * (SBA)

Retirement

SBA specializes in the many facets of retirement plan services and consulting. We work jointly with our clients to develop retirement plans that are flexible and support business strategy. Our comprehensive plan analysis addresses potential hazards, and our ongoing plan management and review aid clients in meeting their objectives while minimizing liability and expense. SBA seeks to create lasting partnerships of confidence and trust with you and your organization. Our structure makes us flexible, and allows us to listen and quickly respond to your changing business demands

Vendor Analysis & Selection

We begin by reviewing your Investment Policy Statement and plan documents. We will then assess your current plan's performance and compliance. If necessary, we will conduct and lead you through an RFP process to select the vendor that best meets your objectives. Further, we will assist with vendor fee and service negotiations.

Investment Selection

If you don't already have a working Investment Policy Statement, we will help you create one or update your existing policy. With that as a guide, we will analyze various investment options to help you make prudent investment choices. Further, we will benchmark the investment options against corresponding industry and peer standards.

Fiduciary & Compliance Consulting

Our retirement specialists stay abreast of the legislative and compliance issues that can affect your plan. We regularly review your plan and make recommendations regarding guidelines imposed by legislation, such as ERISA, The Pension Protection Act, etc. This includes any guidelines issued by the Department of Labor or the IRS.

Employee Communication

We can assist you in educating employees about their retirement plan, including reviewing employee communication materials, coordinating enrollment and developing custom communications.

Continuous Support

We continue to act as a partner with you in the maintenance of the plan. We act as a liaison between you, the plan provider, and other key professionals. We can assist with contract and fee negotiation; investment monitoring and legislative updates. Service is our greatest strength.