Congratulations to the 11 SRP teams that were named 2025 NAPA's Top DC Advisor Teams! https://lnkd.in/gCPVtPQd
关于我们
At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees, plan selection, design and co-fiduciary governance to employers and their plan committees.
We currently consult on over 1300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 1/1/2025). All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the in the field of institutional retirement plan consulting.
We advise on virtually all corporate retirement plan types including:
Defined Contribution - 401(k), Profit Sharing
Defined Benefit – Frozen or Active, Traditional or Cash Balance
NonProfit Plans - 403(b), 401(a), 457(b), and 457(f)
ESOP
Executive Benefits (including Deferred Comp)
HSA
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are 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.
- 网站
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https://srpretire.com/
Strategic Retirement Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 类型
- 合营企业
- 创立
- 2015
- 领域
- 401(k)、403(b)、ESOP、Defined Benefit、Pension Consulting、Investment Consulting、ERISA Guidance、Fiduciary Education、Total Retirement Consulting、Non-Qualified Deferred Compensation、Participant Engagement、Custom Investment Solutions、HSA和Benchmarking/RFP Support
地点
Strategic Retirement Partners员工
动态
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We're beyond excited to welcome Francis (Fran) Gillis AIF, QPFC, PPC, CFWP, Lucas Gillis AIF?, CPFA?, CFWP, and Molly Gillis to the SRP family! The Gillis team brings their deep expertise, client-first mindset, and strong generational legacy. Their dedication to guiding plan sponsors, participants, and families toward financial success is truly inspiring. With the Gillis team's leadership, we are proud to expand into Northern Colorado, marking SRP's 33rd office and strengthening our presence in the Mountain West region. This growth underscores our commitment to delivering tailored retirement solutions with both national reach and local expertise.
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Strategic Retirement Partners is looking for a Relationship Manager of Operations to join our team! This is a remote role for someone who thrives on structure, efficiency, and (yes, really) loves SOPs. If you have a passion for supporting clients, streamlining processes, and ensuring operational excellence, we want to hear from you! Know someone who’d be a great fit? Tag them below! ?? Apply now: https://lnkd.in/gG6MeBce #NowHiring #RemoteWork #Operations #FinancialServices #JoinOurTeam
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Time is running out to secure your spot for SRP’s Plan Sponsor Webinar: Engaging Employees in 2025, happening this Wednesday, February 5th! Join Bonnie Treichel and Ann-Marie Sepuka as they dive into strategies to move beyond just checking boxes and truly optimize retirement plan outcomes. We’ll cover: ? ERISA 404(c) requirements ? Participant notices ? Locating missing participants ? Actionable tips for plan sponsors Don’t miss this chance to gain valuable insights and strengthen your retirement plan oversight. Register here: https://lnkd.in/gVHuUyrG We look forward to seeing you there! #RetirementPlans #PlanSponsors #EmployeeEngagement
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SRP Managing Director Jeanne Sutton, CFP?, CPFA, MBA, was featured in a The New York Times article highlighting key considerations for IRA and 401(k) withdrawals. The piece explores the complexities of retirement account planning and provides practical insights for navigating these important decisions #401kLady #IRA #Retirement #StrategicRetirementPartners
I ?? contributing to this excellent article from The New York Times about the order of withdrawals during #retirement. This is a MUST READ for anyone in the distribution phase. #RetirementPlanning #FinancialPlanning #Taxes https://lnkd.in/e6qrHXgh Strategic Retirement Partners Deane Mayerhofer Jacqui Hendricks Skiffington Kevin Skiffington Bryan Peebles, CPFA, NQPC
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Please join us in welcoming Utkarsha Banerjee , AIF?, CPFA? to the SRP family! As a Lead Plan Consultant for the SRP Austin and Los Angeles teams, Karsha brings a wealth of knowledge and experience to the table. With her extensive experience and deep knowledge of the industry, she’s set to make an incredible impact. Welcome aboard, Karsha. We’re thrilled to have you!
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We’re excited to announce the launch of our newly refreshed Strategic Retirement Partners website! This update reflects our commitment to enhancing your experience with a more streamlined, informative, and engaging platform. Whether you’re exploring resources on retirement planning, learning about how SRP supports you and your participants, or accessing valuable tools, our new site is designed to make it easy?to find what you need. A special thanks to the talented GSM Marketing team?for bringing this vision to life! Visit our site here:?www.srpretire.com
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For the SIXTH year in a row, Strategic Retirement Partners has been named to Pensions & Investments' Best Places to Work in Money Management! ?? At SRP, our team isn’t just a group of coworkers – it’s a family. One of our team members put it best: "It feels like home. I’ve worked in several different positions throughout my working career, and I’ve never felt as valued as I do at SRP. There is a common purpose and a shared goal. This allows for us all to strive individually and collectively. Teamwork makes the dream work!” A heartfelt thank you to our incredible team for making SRP a truly special place to work. Together, we keep building something great! https://lnkd.in/gHjM2iPA #BestPlacesToWork #Teamwork #CultureMatters #SRP
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Congratulation to Jeanne Sutton, CFP?, CPFA, MBA and Bryan Peebles, CPFA for being named 2025 Top Retirement Plan Advisors Under 40! NAPA’s “Aces,” are those who stand out for their leadership and success in raising the bar for the industry as a whole, the next generation of financial professionals to propel and expand retirement plans for millions of American workers.
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