Fiduciary Advisors in the Midwest Region

Strategic Retirement Partners provides retirement plan consulting and fiduciary advisory services to employers throughout the Midwest, supporting organizations that want a steady, organized approach to retirement plan oversight. We work with plan sponsors and fiduciaries to help them manage responsibilities, evaluate plan decisions with confidence, and maintain governance practices that support long‑term plan effectiveness.

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Where We Serve Employers in the Midwest

We work with organization acorss the Midwest region, including employers located in and around:

Illinois (Chicago and surrounding cities)
Indiana (Indianapolis and Central Indiana)
Ohio (Cleveland, Columbus and Cincinnati)
Michigan (Metro Detroit, Grand Rapids, Lansing, and statewide)
Wisconsin (Milwaukee, Madison, and Southeast Wisconsin)
Minnestoa (Minneapolis, St. Paul and surrounding counties)
Missour (St. Louis, Kansas City, and surrounding areas)
Iowa
Kentucky

Types of Retirement Plans We Serve

We support a broad range of employer‑sponsored retirement plans throughout the Midwest, working with organizations of varying size and complexity. Our experience includes advising on corporate 401(k) plans, 403(b) plans for nonprofit and mission‑based organizations, and defined contribution plans serving multi‑location or growing employers. We also regularly work with plans overseen by committees that require ongoing fiduciary advisory support, structured reviews, and consistent governance practices.