Strategic Retirement Partners provides retirement plan consulting and fiduciary advisory services to employers across Providence, RI and the Northeast region, partnering with organizations that want retirement plan oversight to be thoughtful, well‑organized, and built to support long‑term objectives. We work with plan sponsors and fiduciaries to help them navigate oversight responsibilities, evaluate plan decisions with care, and maintain governance practices that promote consistency over time.

Serving Plan Sponsors in Providence, RI and the Greater Northeast Area

We support organization in Providence, RI and across the Northeast region, including employers located in and around:

  • Cranston, RI
  • East Providence, RI
  • Pawtucket, RI
  • Providence, RI
  • Warwick, RI
  • Woonsocket, RI

How we help plan sponsors

Organizations operate in business environments with diverse workforces and evolving benefits needs. We work best with employers and organzations who value:

  • A structured, process-oriented approach to retirement plan oversight
  • Objective guidance grounded in fiduciary standards
  • Ongoing advisory support for evaluation and plan improvement

Our work commonly involves investment review and ongoing monitoring, fee analysis and benchmarking, and plan design assessments. We also assist in ensuring organizations meet considersations for SECURE 2.0, along with support during provider, platform, or advisor transitions.

Our Financial Advisors in Providence, RI

Meet with our team of financial advisors in Providence, RI

Connect with our team to learn how we support plans sponsors for retirement planning.

Schedule a Meeting