Vice President,
Client Relationship Management and Consulting,
Honored for
Leadership in "Plan Design & Administration Innovation"
This award
is presented annually by The SPARK Institute, Inc., to a retirement plan
advisor in the United States who "demonstrates leadership in designing
plans and administrative processes that improve participant outcomes while
managing plan costs." The SPARK Institute helps to shape national
retirement policy by providing research, education, testimony, and comments on
pending legislative and regulatory issues to members of Congress and relevant
government agency officials. Its members serve approximately 85 million participants
in 401(k) and other defined contribution plans.
HANYS
Benefit Services (HBS) is pleased to announce that Carol A. Idone, CFP®, AIF®,
Vice President, Client Relationship Management and Consulting, is the recipient
of the 2017 SPARK Advisor Award: Plan
Design & Administration Innovation.
Ms. Idone
brings more than 20 years of experience in the financial services and
retirement planning field to HBS. She has particular expertise in working with
healthcare-focused and not-for-profit organizations. Prior to joining HBS in
2013, Ms. Idone worked at The Hartford and AIG Valic. She previously served as
Chief Financial Officer and Senior Vice President of Finance at Seton Health
System in Troy, New York, and as a Certified Public Accountant at KPMG in
Albany, New York.
"My
background has allowed me to see these plans from every angle, and the advising
done at HBS is unique in part because of that technical expertise," Ms.
Idone said. "I truly enjoy having the opportunity to help our clients
develop the plans that will serve their employees most successfully, and I
thank The SPARK Institute for this recognition."
"Carol
is an extremely dedicated professional and so deserving of this
recognition," said James J. Kelley, President, HBS. "Our clients
benefit from her expertise and skill in producing unique analysis and reports
in various areas, but especially benefit from her plan design modeling.”
HANYS
President Bea Grause echoed Mr. Kelley's sentiments. "Carol's expertise is
invaluable to our members. We are grateful for her leadership and her
commitment to HBS' member-focused philosophy."
Ms. Idone’s
expertise can be found in her whitepapers on participant outcomes, and she has
been quoted by industry-leading publications.
If you have any questions, please contact Carol directly via our website, or by calling (800) 388-1963.