Surviving Market Turbulence Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a...
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Articles by Strategic Retirement Partners
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...
What’s the Alternative(s)?
Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with “alternative” investments such...
Navigating Market Volatility: Why Staying Invested Matters
Lately, you may have noticed the stock market experiencing more ups and downs than usual. As of...
Understanding the Voluntary Fiduciary Correction Program
The Department of Labor (DOL) recently updated its Voluntary Fiduciary Correction Program (VFCP). The updates include a new and more...
Preparing for Your 8,000 Day Retirement
Discover how longevity is reshaping the retirement landscape. This webinar explores consumer behavior, decision-making trends, demographic...
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...
2024 Q4 Litigation Landscape
Q4 Litigation Landscape: A “Historic” Excessive Fee Suit, Supreme Court Takes Up ERISA Burden of Proof Case, While More Forfeiture...
Delegation, Oversight and Reporting Back to the Board
The Employee Retirement Income Security Act (ERISA) Section 402(a) outlines the essential requirements for the establishment and...
Often Underestimated But Mighty Aspects of Your Financial Plan
The SRP WELLth team introduces the fundamentals of financial planning for everyone by exploring the Four Pillars: Building, Managing,...
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.
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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