Mid-Atlantic Retirement Plan Consulting

Strategic Retirement Partners supports employers across the Mid‑Atlantic region with retirement plan consulting and fiduciary advisory services designed for plan sponsors who want clarity, consistency, and strong governance. We work alongside plan committees and organizational leaders to help simplify oversight, strengthen fiduciary processes, and support well‑documented decisions around plan design, providers, fees, and investment lineups.

Schedule a Meeting

Helping Employers Across the Mid-Atlantic

We work with organizations throughout the Mid-Atlantic, including employers located in and around:

New Jersey (including Newark, Jersey City, Atlantic City and surrounding areas)
Pennsylvania (including Philadelphia, Pittsburgh)
Delaware (including Wilminton and surrounding communities)
Maryland (including Baltimore, Bethesda, Rockville, Columbia, Silver Spring)
West Virginia (including Charleston, Martinsburg, Harpers Ferry, Morgantown)

Types of Plans and Services

Our advisory work helps plan sponsors manage fiduciary responsibilities while making retirement plan decisions easier to evaluate and support over time. We provide consulting for 401(k) and 403(b) plans, support committee governance and fiduciary processes, and offer guidance around ERISA‑related fiduciary considerations. We assist with investment review and monitoring, fee benchmarking, provider and recordkeeper evaluation, and plan design assessments—including features intended to support participant engagement. We also help organizations evaluate plan updates influenced by SECURE 2.0 considerations and provide structured support during recordkeeper conversions or provider transitions to help reduce disruption.

Plan Types

Corporate 401(k) plans
403(b) plans for nonprofit and mission-driven organizations
Defind contribution plans for multi-location employers and growing organizations
Plans overseen by committees seeking ongoing fiduciary advisory support