Financial Planning 101 Your retirement plan is just one aspect of a more complex financial life. Investments, Tax Planning, Estate Planning, College Funding, Retirement Income…how does one begin to put […]
New York Native Advisor Joins National Retirement Plan Focused Firm, Strategic Retirement Partners
Scott Lippa has joined the Strategic Retirement Partners (SRP) team, a national and independent retirement plan consulting group of experienced advisory talent. He will be joining forces with current SRP […]
A Note From SRP
As your retirement plan advisor, it would be rather expected for us to view the evolving events in Ukraine and Russia as a market event. Without question, however, our firm […]
2022 Plan Limits
The IRS has recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for the tax year 2022. Here are the highlights: Highlights of […]
SRP 4th Quarter Participant Webinar
Crypto-Curious What’s all the crypto-buzz about? Are digital assets here to stay? Have you been meaning to brush up on the basics of cryptocurrency? If you are “Crypto-Curious” this session […]
Planning For Retirement
One of the most significant tools in saving for your retirement is usually the retirement plan offered by your employer. Your contributions today are what will fund your future. Your retirement is so important that there is a week dedicated to this: National Retirement Security Week.
Why SRP was the right fit for me.
We know that not all Retirement Plan Consulting Practices are the right fit for everyone. Often times when an advisor is thinking of moving firms a lot of work and […]
National 401(k) Day!
National 401(k) Day began in 1996 by the Profit Sharing/401(k) Council of America (PSCA), known today as the Plan Sponsor Council of America. The Friday following Labor Day (Monday) was […]
The Growing Need for Fiduciary Training
According to the DOL, the primary responsibility of fiduciaries is to run the retirement plan solely in the interest of participants and beneficiaries. Fiduciaries who do not follow these guidelines can be held personally responsible. Being a fiduciary comes with significant responsibility and should involve sufficient training.