In August 2025, President Trump issued an executive order directing the Department of Labor (DOL) to reexamine its guidance on fiduciary...
Fiduciary Duties in Selecting Designated Investment Alternatives
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Articles by Strategic Retirement Partners
Required by SECURE 2.0, DOL Proposes Tweaks to Electronic Disclosure Rules
On February 24, 2026, the Employee Benefit Security Administration (EBSA) issued a proposed regulation (the Proposal) designed to modify...
Future Proofing Your Investment Policy Statement
Spring Forward With Your Financial Goals
Spring is a natural time to refresh routines and refocus on what matters. As the season changes, it can be a good opportunity to check in...
Voluntary Benefits: An Expanding Benefits Lineup — and a Fiduciary Blind Spot
Once limited to supplemental life or disability insurance, today’s voluntary benefits options can include health savings accounts (HSAs),...
Navigating Trump Accounts: What You Need to Know
Required Minimum Distributions: A Potential Billion-Dollar Oversight
According to Vanguard’s latest research, failing to take required minimum distributions (RMDs) isn’t just a retirement planning oversight;...
Strategic Retirement Partners Recognized in Pensions & Investments’ Best Places to Work in Money Management
New York, NY (Dec. 8, 2025) – Strategic Retirement Partners was recognized in the 2025 Best Places to Work in Money Management awards...
Strategic Retirement Partners Ranks No. 1047 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies
With Three-Year Revenue Growth of 410% Percent, This Marks Strategic Retirement Partners 1st Time on the List NEW YORK, August 12, 2025 –...
‘Move Fast, Break Stuff’: SRP’s Unconventional Rise
The retirement-plan industry staple turned 10 in 2025. Co-founders Deane Mayerhofer and Jeff Cullen praise their people, reflect on their...
Six Key Trends for 2026
Three major recent industry surveys, Fidelity, Vanguard and the Plan Sponsor Council of America (PSCA), highlight notable shifts in...
Proxy Practices Could Shift Under New Executive Order
On December 11, 2025, President Trump signed an Executive Order directing changes related to the role and regulation of proxy advisory...
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