Our Story

Strategic Retirement Partners is an independent retirement plan consulting practice whose professionals advise on plans representing the retirement aspirations of tens of thousands of employees. We support plan sponsors in understanding and managing their fiduciary responsibilities to their plan, their employees, and their beneficiaries. As of 01/01/2024, we consult on over 1,346 corporate and non-profit plans nationwide.

A bit of history: The acquisition of 401(k) Advisors, Inc. by NFP served as a catalyst for the formation of Strategic Retirement Partners (SRP). Shortly following the event, a super-majority of 401(k) Advisor affiliates pooled human resources and intellectual capital to form Strategic Retirement Partners, LLC. SRP was founded by a veteran group of advisors with the shared belief that after working for decades during a lifetime, one should be able to retire with dignity and grace. Our sole focus is helping our Plan Sponsors make that happen for those employees within their care.

Today, SRP has 32 offices throughout the United States that are strategically located to deliver comprehensive service and expertise to help our clients provide an exceptional retirement plan to their employees. The SRP team consists of 130+ associates with significant retirement plan expertise and an average industry tenure of 15+ years. As of 01/01/2024, we serve over 1,346 corporate and non-profit plans, $23.34 billion in retirement plan assets, and represent the retirement aspirations of 258,000+ plan participants.

We approach client service with a collaborative style delivered by a dedicated plan consultant team in one of our regional offices. This team is further supported by specialists who are specifically focused in the areas of ERISA Compliance, Investment Research, Provider Analysis, Fee Benchmarking, Employee Education, and Executive Benefits. We wake up every day with a renewed and unparalleled commitment to excellence that is supported by the latest technology, deep research capabilities, operational efficiencies, and a craftsman-like focus on detail. We adhere to operating principles and values that emphasize independence, work ethic, and a laser-like focus on the needs of our clients.

Our professionals can serve as an investment fiduciary to your retirement plan, we strive to be objective and rigorous. And if we don’t look or sound like a “Wall Street” firm, it is entirely by design.

Our Offices

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