The 401(k), 403(b), 401(a) and similar Defined Contribution plans have become the foundation of private retirement planning for the vast majority of working Americans. As an employer and /or trustee offering a defined contribution plan to your employees, you bear a fiduciary responsibility to ensure you are in compliance with constantly evolving regulatory guidelines under ERISA law.

Equally important, you want to make sure you are providing the best plan possible to the employees who contribute a lifetime of work and dedication to the success of your enterprise.

Meanwhile, you have a company to run…

Strategic Retirement Partners understands the importance of the commitment you have made on behalf of your employees. Our dedicated focus and depth of expertise in the corporate retirement plan field can help you design, select, and manage both your plan, investments and risk as plan fiduciaries, while simultaneously helping to ensure that you and your workforce are able to fully understand and maximize the potential of this very important benefit.

It’s what we do…

Defined contribution plan consulting and management services include:

  • Fiduciary Governance & Documentation
  • Plan Design Analysis & Benchmarking
  • Investment Selection and Monitoring
  • Investment Policy Development
  • Vendor Search & Selection Processes
  • Plan Conversion Implementation
  • Participant Education & Support
  • Plan Audit Support
  • 3(21) and/or 3(38) Fiduciary Support
  • Custom Asset Allocation Solutions
  • Committee Fiduciary Education
  • Provider Oversight & Benchmarking
  • Operational Plan Support


Please contact us for any questions or assistance regarding your company’s defined contribution plan.

rocks.jpg

View Our Video

small video

small video

Newsletter

Enter your email to subscribe to our newsletter.

CAPTCHA

Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
Go to top