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Tag Archives | employee benefits consulting

Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation

ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) — 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.

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Chris Lorino Returns to Strategic Benefits Advisors 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 […]

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Strategic Benefits Advisors Urges 401(k) Plan Sponsors to Review Payroll Procedures Before Year’s End 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.

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Strategic Benefits Advisors 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.

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Tom Mackey of EPIC Insurance Brokers Recognized as 2019 ‘Young Gun’ by Insurance Business America

SAN FRANCISCO, Calif. /California 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). Originally published on CaliforniaNewswire.com — Tom Mackey of EPIC […]

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EPIC’s Tom Mackey Recognized as 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).

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EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America

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 […]

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Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee Benefits

LOS ANGELES, Calif. /California 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. Originally published on CaliforniaNewswire.com — Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee […]

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EPIC adds Cecille Feliciano in Los Angeles CA

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.

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Strategic Benefits Advisors Promotes Three Consultants to Director Level

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 […]

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Bob Simpson Joins EPIC Insurance Brokers in Houston TX

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.

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Northeast’s Largest Independent Insurance Broker The Capacity Group Joins EPIC

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 […]

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Ascende – an EPIC Company Expands Southwest Leadership Team and Welcomes New International Benefits Leader

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 […]

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