Company

Why Stanley?

OUR PURPOSE:

We are here to apply our knowledge, skills and experience to partner with our clients to help their employees improve their financial well-being, now and in the future.

OUR VISION:

Stanley Benefit Services will be the company that employers turn to for custom solutions and the unquestioned best quality service in the industry.

OUR MISSION:

We will make every interaction a positive experience.

  • We will come to work each day with a zeal to help employers and employees make the most of their benefit programs in a way that is beneficial to all.
  • We will do this by personally applying our expertise and knowledge to every action we take. We will make the complicated easy.
  • By doing so, our customers will safely navigate the complex benefits landscape that is consumer-driven health care administration and retirement planning.
  • When we do this, our reputation will grow stronger. Our company will thrive. Each of us will feel personally rewarded because we are making a difference in the world by providing life-important services to others.
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Professional Staff Designations include:

Doctor of Jurisprudence (JD) ERISA Compliance
MBA (Masters of Business Administration)
CEBS (Certified Employee Benefit Specialist)
ASPPA (Members (American Society of Pension Professionals & Actuaries)
QKA (Qualified 401k Administrator)
QPA (Qualified Plan Administrator)
ERPA (Enrolled Retirement Plan Agent)
CPFA (Certified Plan Fiduciary Advisor)
ASA (Associate of the Society of Actuaries)
EA (Enrolled Actuary)
FSA (Fellow of the Society of Actuaries)
FCA (Fellow of the Conference of Consulting Actuaries)
MAAA (Member of American Academy of Actuaries)
CLU (Chartered Life Underwriter)
CRPS (Chartered Retirement Plan Specialists)
CMFC (Chartered Mutual Fund Counselor)
Life & Health Insurance License
Long-Term Care Insurance License
PHR Professional in Human Resources®
SHRM-CP SHRM CERTIFIED PROFESSIONAL