Articles by Strategic Retirement Partners
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...
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 –...
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