Strategic Benefit Services

an independent advisory firm providing retirement services and employer-sponsored group insurance programs to leading healthcare and other not-for-profit organizations for more than 40 years. not-for-profit industry knowledge: more than 90% of clients are not-for-profit organizations, together representing over $4 billion in retirement plan assets. erisa fiduciary expertise: sbs advisers have expertise in regulatory compliance, provider oversight, and participant education and communication, and are willing to accept co-fiduciary responsibility. client advocacy: being owned by a not-for-profit organization allows sbs to focus on the concerns of our clients rather than be encumbered with corporate directives and bottom-line returns.