Monday, August 16, 2021

HBS named as a Top 100 Retirement Plan Adviser, again!

The 2021 PLANADVISER Top 100 Retirement Plan Advisers list is out—and HANYS Benefit Services is on it! 

PLANADVISER’s Top 100 Retirement Plan Advisers is an annual list of noteworthy retirement plan specialists, based on number of plans and total assets under advisement — including sponsors of defined contribution, defined benefit and nonqualified plans.

“Each recognition by PLANADVISER reaffirms our commitment to our clients.” said James J. Kelley, president, HBS. “HBS conducts business in a manner that is in the best interests of our clients, with an ultimate goal of assuring our clients’ employees are ready for retirement. We are grateful to our clients for allowing us that opportunity.”

HBS is categorized by PLANADVISER as a large team, having met this year’s eligibility standards of $5 billion or more retirement plan assets under advisement. HBS was previously named to PLANADVISER’s list in 2019, 2017 and 2016. 

HBS is a full-service, independent consulting firm, registered investment advisor and broker-dealer providing customized solutions for retirement and benefit needs. HBS’ advisory and consulting services include plan optimization and governance, investment selection and monitoring, vendor management and benchmarking, merger and acquisition support, and financial wellness and employee communication. HBS strives to build real relationships with its clients, creating a shared fiduciary responsibility with the companies it advises.

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