August 17,2017

Jeff Cullen, Kristen Deevy, Craig Dewey, Kelly Majdan, Shannon Maloney, Mike Morris, and Dave de Tagyos of Strategic Retirement Partners were seven of over 150 elite 401(k) plan advisors in the United States who gathered in Washington, DC recently to listen to and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security.

 

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June 26, 2017

Stig Nybo has joined Strategic Retirement Partners, a national retirement plan consulting services firm. Nybo will be joining the Northern California team to help lead and grow the west coast practice.

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April 3, 2017

Strategic Retirement Partners (SRP), a nationwide independent retirement plan consulting services firm, sponsored two Dine ‘N’ Dash events is February that raised $3,800 for two charities benefiting service members and veterans, including SRP’s matching contribution. 

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April 6, 2017

Walsh Duffield’s Christopher Kempton and Lisa Petronio have joined forces with Strategic Retirement Partners, a national retirement plan consulting firm. The two currently manage Walsh Duffield’s retirement plan consulting business, and will continue servicing clients and growing the practice in the Upstate New York market.

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March 17, 2017

Strategic Retirement Partners, a nationwide independent retirement plan consulting firm, announced that is has been awarded the Ascend Award for Innovation from Kestra Financial, one of the country’s leading advisor organizations serving more than 1,700 independent advisor practices nationwide.

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March 7, 2017

Strategic Retirement Partners, a nationwide independent retirement plan consulting firm, announced that is has been selected as a top mega team by PLANADVISER Magazine in their listing of the Top 100 Retirement Plan Advisers.

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Wednesday, February 8th, 2017

Join us for a “DINE ‘n’ DASH” and Wine Sampling, at Coopers Hawk at the Brookfield Square Mall, in support of the Milwaukee Homeless Veterans Initiative. Bring a donation, or donate online, and celebrate our collective efforts to help those in need who have helped to keep us safe. Come and sample some of Coopers Hawk’s wine selection and pick up a dinner for two to go, as our thank you for thinking of others.

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Thursday, February 9th, 2017

Join us for a “DINE ‘n’ DASH” and Wine Sampling, at Coopers Hawk in Arlington Heights, in support of SALUTE, INC. Bring a donation, or donate online, and celebrate our collective efforts to help those in need who have helped to keep us safe. Come and sample some of Coopers Hawk’s wine selection and pick up a dinner for two to go, as our thank you for thinking of others.

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September 15, 2016

Strategic Retirement Partners is pleased to announce that four Managing Directors; Jeffrey Cullen (Illinois), Todd Lohman (Iowa), Kelly Majdan (Arkansas) and Shannon Maloney (Michigan) have all been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisors.

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October 28th, 2016

Local Advisor, Shannon Maloney, named to 2nd Annual Financial Times 401K Top Retirement Plan Advisor List

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October 28th, 2016

Local Advisor, Kelly Majdan, named to 2nd Annual Financial Times 401K Top Retirement Plan Advisor List

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October 28th, 2016
Local Advisor, Jeff Cullen, named to 2nd Annual Financial Times 401K Top Retirement Plan Advisor List

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October 28th, 2016

Local Advisor, Todd Lohman, named to 2nd Annual Financial Times 401K Top Retirement Plan Advisor List

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August 29th, 2016

Mark Forbes joins Strategic Retirement Partners

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August 18th, 2016

Kelly Majdan joins Strategic Retirement Partners

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SRP Managing Directors Serve as Delegate to NAPA Fly-in Forum Meets with Key Legislative Staff

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