James J. Kelley
HANYS Benefit Services
HANYS Benefit Services provides retirement plan investment advisory and consulting services. We support client needs surrounding plan establishment and design, mergers and terminations, and other complex compliance matters, including IRS and DOL audits. HBS primarily serves not-for-profit institutional retirement plan sponsors currently advising on over $4.9 billion in retirement plan assets.
Jim Kelley is the president of HBS. In this position, Kelley sets firm policy and directs all activities and services for HBS. His responsibilities include oversight of all operations, customer service and personnel for retirement plan services, employee benefits and all other Advisory Services.
Client Plans: 100+