The Internal Revenue Service (IRS) recently announced an increase in the limits for health savings accounts (HSAs) in 2027.[i] If there is...
HSAs: Healthcare Benefit, Retirement Strategy – Or Both?
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Articles by Strategic Retirement Partners
Are Personalized TDFs the Future of QDIAs?
Twenty years ago, Congress transformed retirement investing by establishing a fiduciary safe harbor for qualified default investment...
Practical Ways to Manage Market Volatility Without Overreacting
Market ups and downs can feel unsettling — specially when headlines highlight sharp swings from one day to the next. But volatility is a...
Cybersecurity & Protecting Yourself from Fraud and Online Threats
Staying connected online makes life easier, but it also creates new opportunities for scammers. With rapid advances in artificial...
Strategic Retirement Partners Earns CEFEX Certification for the Eighth Time
Strategic Retirement Partners (SRP) is proud to announce its continued certification by the Centre for Fiduciary Excellence (CEFEX) for...
Insurance Made Simple: Your Guide to Long-Term Care
Prudent Participant Data Usage Principles
Historically, according to a few courts, participant data may not be a plan asset under the Employee Retirement Income Security Act...
Float: Out of Sight, But Not Out of Mind – A Quiet Source of Income in Retirement Plan Dollars
Float is income earned on plan assets during the brief period between when a service provider receives money and when it is actually...
Fiduciary Duties in Selecting Designated Investment Alternatives
In August 2025, President Trump issued an executive order directing the Department of Labor (DOL) to reexamine its guidance on fiduciary...
Your 401(k) New Year Reset: 4 Questions Everyone Should Be Able to Answer
January is when everyone feels like they should be doing something with their 401k. New year, new statements, new headlines, and suddenly...
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
Strategic Retirement Partners (SRP) is a leading national team of retirement plan-focused financial advisors. Let’s talk about your company’s retirement plan needs.