Articles by Strategic Retirement Partners

Fasten Your Seatbelt

Fasten Your Seatbelt

Surviving Market Turbulence Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a...

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How Are My Investments Taxed?

How Are My Investments Taxed?

Understanding Taxation in Your Retirement Plan When you contribute to a retirement plan like a 401(k) or 403(b), you’re doing more than...

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What’s the Alternative(s)?

What’s the Alternative(s)?

Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with “alternative” investments such...

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Engaging Employees in 2025

Engaging Employees in 2025

Why does your organization have a retirement plan?  Does it sometimes feel like a lot of checking the box without enough time to focus on...

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2024 Q4 Litigation Landscape

2024 Q4 Litigation Landscape

Q4 Litigation Landscape:  A “Historic” Excessive Fee Suit, Supreme Court Takes Up ERISA Burden of Proof Case, While More Forfeiture...

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The Growing Need for Fiduciary Training

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.

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2024 Plan Limits

2024 Plan Limits

The IRS announced cost-of-living adjustments affecting 2024 dollar limitations for pension plans and other retirement-related items.

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