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HANYS Benefit Services named a PLANADVISER Top 100 Retirement Plan Adviser for the 3rd time



PLANADVISER has named HANYS Benefit Services as one of its 2019 Top 100 Retirement Plan Advisers. PLANADVISER’s Top 100 Retirement Plan Advisers is an annual list of the retirement plan advisers and adviser teams at the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients—including sponsors of defined contribution, defined benefit and nonqualified plans. 

“HBS is honored to be again recognized by PLANADVISER,” said James J. Kelley, president, HBS. “We are also grateful to our clients for continuously placing their trust in us. We strive to build real relationships with our clients, creating a shared fiduciary responsibility with the companies we advise.” 

HBS is categorized by PLANADVISER as a large team, having met this year’s eligibility standards of $3.5 billion or more retirement plan assets under advisement or 200 or more plans. HBS was previously named to PLANADVISER’s list in 2017 and 2016. HBS has been providing retirement services to HANYS members for more than four decades. We provide trusted advisory and consulting services including plan design, vendor management, investment selection and monitoring, operational oversight, and on-site education and communication. HBS also provides services in support of employer mergers and acquisitions, defined benefit plan de-risking strategies and other complex matters including DOL and IRS audits. HBS conducts business in accordance with our values, 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.

ALBANY, N.Y. (August 20, 2019) – Leslie M. Apple, Norma G. Meacham, and Daniel A. Ruzow, partners at Whiteman Osterman & Hanna LLP, the Capital Region’s largest law firm, have been selected by a nationwide peer review as a “Lawyer of the Year” in The Best Lawyers in America®.  Mr. Apple was recognized for his work in the practice area of…
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