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.
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 720 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 4/1/2019). 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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Join SRP CEO Jeffrey Cullen and ERISA attorney Bonnie Treichel with Endeavor Retirement to explore the latest trends in alternative investments, cryptocurrency, and retirement income solutions. Gain insights on fiduciary obligations under ERISA 404, best practices, and actionable steps to prepare your investment policy for 2025 and beyond. ? Register here:?https://lnkd.in/ghiV5jwR
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Congratulations to the #401kLady, Jeanne Sutton, CFP?, CPFA, MBA, for being named as one of NAPA's Top Social Media Influencers! Your impact and presence on social media continue to educate employers and elevate our industry. This recognition is a testament to your dedication and the authentic connection you build online. Keep leading the way, Jeanne! https://lnkd.in/gYk6wviU #NAPA2024SocialMediaInfluencers National Association of Plan Advisors
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We are beyond proud to announce that 12 women from our team have been honored as 2024 NAPA Top Women of Excellence! This prestigious recognition celebrates their dedication, leadership, and impact in the retirement industry. Honorees are recognized as Captains driving business growth, MVPs strengthening client relationships, and Rising Stars emerging as future leaders. A huge congratulations to these incredible women! ? Full list here: https://lnkd.in/gG-Xecqj Ann-Marie Sepuka, Deane Mayerhofer, Erin Hall, MBA, AIF?, C(k)P?, CPFA, NQPA?, Heather Heron, QKC, QKA, CPFA, AIF, Jacqui Hendricks Skiffington, Jeanne Sutton, CFP?, CPFA, MBA, Shannon Maloney, CEBS, Stacy League, Jennifer McCoy Dumas, CPFA?, Jessica Roush, CPFA, Jill K. Penman, CPFA,NQPA, Sara Strasser, CPFA, MBA
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What an amazing 2024 SRP National Conference in Miami! A huge thank you to everyone who attended and contributed to making this year’s event a success. We had insightful sessions on practice management, investments, compliance, legislative updates, along with memorable presentations from industry leaders like Nevin Adams, Brian Graff, Thomas Clark, JD, LLM, Bonnie Treichel, Jeffery Acheson, Fred Reish, Todd Kading, CFP?, RF?, Steve McCoy, Justin Witz, and Anthony Bunnell. Sarah Hughes received the SRP 365 Award, recognizing her exceptional dedication and going above and beyond for the team. Congratulations to Sarah! The sponsor game sessions were a hit once again, and we can’t forget the virtual treat from celebrity hairstylist WEN BY CHAZ DEAN INC. Thanks to all our sponsors for their support and partnership. We are already looking forward to next year!
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We’re excited to announce that eight of our team members have been nominated for NAPA’s Top Young Retirement Plan Advisors award—known as the “Aces”! Congratulation to our SRP nominees, William Ebersold, Maxx Kempton, Brandon Lawrence, CPFA?, AIF?, NQPA?, RICP?, Jack Lohman, Zach Morris, CFP?, CPFA?, Bryan Peebles, CPFA, Savannah Waffird, CFP?, and Jeanne Sutton, CFP?, CPFA, MBA. ? Show your support here: https://lnkd.in/eNhTi32j
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SRP was honored to have a live podcast recording of the Nevin and Fred Show at our SRP National Conference! Special guest included Bonnie Treichel and Thomas Clark, JD, LLM Nevin Adams Fred Reish
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We're thrilled to announce that 21 incredible women from our team have been nominated for the 2024 NAPA Top Women of Excellence award! This prestigious recognition highlights their dedication, leadership, and impact in our industry. A huge congratulations to these amazing women and all the other nominees! Show your support here: https://lnkd.in/geguUQaW Ann Hansen, Ann-Marie Sepuka, Beth Dettbarn, QKA?, CPFA?, Deane Mayerhofer, Erin Hall, MBA, AIF?, C(k)P?, CPFA, NQPA?, Heather Heron, QKC, QKA, CPFA, AIF, Ivette Márquez Hauser, AIF?, CPFA?, Jacqui Hendricks Skiffington, Jeanne Sutton, CFP?, CPFA, MBA, Jennifer McCoy Dumas, CPFA?, Jessica Roush, CPFA, Jill K. Penman, CPFA, Lisa Schebler, Nicole Cook, QPA QKA, Sara Strasser, CPFA, MBA, Sara Seyer, Sarah Hughes, Savannah Waffird, CFP?, Shannon Maloney, CEBS, Shelly Peterson, ERPA,CPFA, Stacy League
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We are thrilled to announce that Jacqui Hendricks Skiffington has been recognized as one of PLANADVISER's 2024 Emerging Leaders! This prestigious award honors those who are poised to shape the future of the retirement plan advisory industry, and Jacqui's dedication and innovation have certainly set her apart. Please join us in congratulating Jacqui on this well-deserved recognition!
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