Strategic Retirement Partners serves plan sponsors across the greater South Carolina region by providing fiduciary‑focused retirement plan consulting to employers and plan sponsors. Our financial advisors have years of experience in helping create plans geared to securing a financially stable future.
Serving Employers and Plan Sponsors in the Greater South Carolina Region
Our Charleston office works with organizations across the greater South Carolina Region, including Mount Pleasant, North Charleston, West Ashley, Summerville, Goose Creek, Daniel Island, James Island, Johns Island, and surrounding communities. We partner with plan sponsors and retirement committees that value thoughtful guidance, strong fiduciary practices, and a structured approach to retirement plan oversight. Our advisors help organizations evaluate retirement plan options that align with their workforce and business objectives while considering SECURE 2.0 requirements.
What We Do
Our work in the Charleston area focuses on helping plan sponsors manage fiduciary responsibilities while simplifying how retirement plan decisions are reviewed and supported. We assist employers with:
- 401(k) and 403(b) retirement plan consulting, including plan structure and ongoing oversight
- Fiduciary governance and committee support, such as process refinement and documentation practices
- ERISA‑related fiduciary guidance and risk awareness considerations
- Investment evaluation and monitoring to support prudent oversight
- Fee benchmarking and service provider review
- SECURE 2.0‑related considerations, including plan enhancements and evolving requirements
- Support for employers experiencing growth, workforce changes, or vendor transitions
Rather than applying a standard template, we focus on building a repeatable governance and oversight process that aligns with an organization’s size, workforce, and long‑term objectives.
Our Fiduciary Advisors in Charleston, SC
Looking for a retirement plan advisor
in South Carolina?
Connect with our team to learn how we support plans sponsors and fiduciares with an employer-focused approach for retirement planning.
