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How can a 3(38) Investment Manager help you navigate your Fiduciary Responsibility?

How can a 3(38) Investment Manager help you navigate your Fiduciary Responsibility?

by Chris Janowski | Jun 30, 2024

As a Plan Sponsor, you may wonder, am I properly living up to my fiduciary responsibility? ERISA law is changing, how do I make sense of...

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Strategic Retirement Partners (SRP) is a national team of more than 130 professionals dedicated to helping you and your employees get the most out of your retirement plan experience.

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Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

CEFEX Investment Advisor, certified since 12/21/2018. Verified on 02/08/2024.

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