Tag: employee benefits consulting
New guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 legislation
ATLANTA, Ga. /Massachusetts Newswire - National News/ -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.
Chris Lorino Returns to SBA in Atlanta as Defined Benefit Administration Team Leader
ATLANTA, Ga., Nov. 24, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm's defined benefit (DB) administration team. Lorino possesses 30 years' experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.
Strategic Benefits Advisors Urges 401k Plan Sponsors to Review Payroll Procedures ASAP to Ensure SECURE Act Readiness
ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.
Strategic Benefits Advisors (SBA) Makes List of Atlanta’s Top Employee Benefits and Compensation Companies for Second Year
ATLANTA, Ga., Sept. 30, 2020 (SEND2PRESS NEWSWIRE) -- For a second consecutive year, independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle's list of the top 20 employee benefits and compensation companies in Atlanta.
EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-US) Employee Benefits
NEW YORK, N.Y. and SAN FRANCISCO, Calif., March 17, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.
Tom Mackey iof EPIC Recognized as a 2019 ‘Young Gun’ by Insurance Business America
SAN FRANCISCO, Calif. and ATLANTA, Ga., Oct. 31, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).
EPIC’s Kamran Khaliq Recognized as 2019 Insurance ‘Young Gun’
NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).
Cecille Feliciano has joined EPIC as Senior Vice President, Employee Benefits
SAN FRANCISCO, Calif. and LOS ANGELES, Calif., Aug. 26, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits.
Strategic Benefits Advisors (SBA) Alerts on New Bill Targeting Employer-Sponsored Retirement Plans
ATLANTA, Ga., April 18, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today informing employers that bipartisan legislation currently pending could significantly revise the rules for employer-sponsored retirement plans.
Strategic Benefits Advisors Inc. Promotes Three Consultants to Director Level for 2019
ATLANTA, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
Bob Simpson Joins EPIC Insurance Brokers & Consultants in Houston
SAN FRANCISCO, Calif. and HOUSTON, Texas, Nov, 6, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC's C&E practice nationally.
Iron Cove, a division of EPIC, Named 2018 Best US Insurance Provider by Hedgeweek
NEW YORK, N.Y. and SAN FRANCISCO, Calif., Sept, 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Iron Cove, a division of EPIC, was named Best US Insurance Provider by Hedgeweek, a Global Fund Media publication, which reaches over 98,000 financial services executives globally.
Independent Insurance Broker The Capacity Group Joins EPIC Insurance
MAHWAH, N.J. and SAN FRANCISCO, Calif., March 9, 2017 (SEND2PRESS NEWSWIRE) -- The Capacity Group of Companies and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces. Established in 1990, The Capacity Group has grown to become one of the largest full-service independent insurance brokerage groups in the nation.
Ascende – an EPIC Company Expands Southwest Leadership Team in Ascende’s Health & Welfare practice
HOUSTON, Texas, Nov. 11, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende - an EPIC Company has promoted Mary Parker and Dina Flavin to managing principals, joining Steve Goulet and Suzanne McGarey as strategic leaders of Ascende's Health & Welfare practice. Collectively, they also serve as client engagement managers, providing senior leadership support and direction to the firm's consulting clients.
EPIC Adds Senior Communications Consultant Liz Miller in San Francisco
SAN FRANCISCO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consulting firm, announced today that Liz Miller has joined the organization's employee benefits division as a senior communications consultant. Miller will be based in EPIC's San Francisco headquarters and report to John Gaffney, director of national benefits operations.
EPIC adds Employee Benefits Consultant Penny Miller in San Francisco
SAN FRANCISCO, Calif., April 6, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Penny Miller has joined the firm's Employee Benefits Consulting team. She will be based in San Francisco and report to David Wiesner, Regional Director Employee Benefits.
