James Kelley, President, Strategic Benefit Services joins the Retirement Advisor Council

East Granby, CT - James Kelley, President Strategic Benefit Services has joined the Retirement Advisor Council effective January 1, 2018.

James Kelley is the president of Strategic Benefit Services. In this position, Kelley sets firm policy and directs all activities and services for Strategic Benefit Services. His responsibilities include oversight of all operations, customer service and personnel for retirement plan services, employee benefits and all other Advisory Services. With more than 25 years’ experience in the retirement industry, Kelley has been focused on providing insights and expertise to healthcare and not-for-profit industries..

An acknowledged expert in retirement plans, Kelley is an in-demand speaker at industry events. His thought leadership is widely recognized. Kelley was nominated for a seat on the Retirement Advisor Council in 2017. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive industry experience and standing as a leading retirement plan expert. 

"The Retirement Advisor Council is unique in its value. It’s an assemblage of thought leadership from top advisory firms from around the country. Each member is genuinely interested in the advancement of plan sponsor and participant outcomes. The collective impact of the Council is amazing.”

Learn more about Strategic Benefit Services at https://www. http://strategicbenefitservices.com

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Learn more about the Retirement Advisor Council at www.retirementadvisor.us