Ours is a story written to support yours.
Strategic Retirement Partners is an independent retirement plan consulting practice dedicated to producing outstanding results for clients through professional dedication, collaboration, and a heartfelt investment in our people.
Our operating principles and values emphasize independence, a strong work ethic, and a laser-like focus on your needs. This keeps our purpose clear. It also makes our company a great place to work every day.
SRP by the Numbers
Advisors and Associates
Local Offices
Retirement Plans Served
Retirement Plan Assets
Hard-working People Served
— as of 09.30.24
Since our start in 2015, SRP has grown to more than 130 advisors and associates in 32 offices across the country. Our size and scale helps us get you more and better services from the recordkeepers, administrators, mutual fund companies serving your plan.
Each Plan Consultant Team is supported by in-house specialists in ERISA compliance, investment research, provider analysis, fee benchmarking, employee education, and executive benefits.
People First
SRP was started by an advisor group led by Jeff Cullen and Deane Mayerhofer and founded on the simple, powerful idea that an organization fully invested in its people would not only be a great place to work every day but would produce outsized results for its clients.
Since its inception, the firm has actively embraced and encouraged active collaboration among our professional teams. And as a core principle of our firm personality, we champion the growth paths of female and male leaders and the career arcs of our youngest associates – our future.
We are proud of our results and recognition by industry peers and media.
Best Places to Work for Financial Advisors by InvestmentNews
2020
2021
2022
2023
2024
PlanAdviser Top 100 Retirement Plan Advisor
2024
View criteria and award recipients
2024 |
Mega Teams With more Than 300 Retirement Plans Under Advisement |
Award Criteria:
To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.
After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.
A total of 296 Retirement Plan Advisers submitted entries to be considered for this list of Top Advisers and from that list, 263 Retirement Plan Advisers were selected. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the adviser’s future performance.
Barron’s Top Institutional Consultants
2021
Award Criteria:
The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron’s in exchange for the rating. In 2023, there were 147 pre-qualified applicants. 100 were ultimately selected.
In 2022, there were 162 pre-qualified applicants. 100 were ultimately selected.
View criteria and award recipients
2024 |
Great Lakes, Midwest, Los Angeles |
2022 |
Indy, Columbus – Jim Robison |
2020 |
Los Angeles |
2019 |
Los Angeles / Central Florida – Phil Senderowitz / Mid-Atlantic – Virginia / Oklahoma – Mark Forbes / Upper Midwest – Joe Brummel / Western New York |
2018 |
Central Florida – Phil Senderowitz / Great Lakes – Indy,Columbus – Jim Robison / Twin Cities – Joe Brummel / Upstate New York / Oklahoma – Mark Forbes / Mid-Atlantic – Virginia / Michigan – Shannon Maloney |
Award Criteria:
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance.
In 2024, approximately 452 submissions participated in the ranking. 452 were named to the final ranking.
In 2020, there were 305 submissions, with 300 on the final list.
In 2019, approximately 282 submissions were received and 265 were selected.
View criteria and award recipients
2024 |
Jeanne Sutton, Sara Strasser, Shannon Maloney |
2023 |
Erin Hall, Jeanne Fisher, Shannon Maloney |
2022 |
Jeanne Fisher, Jeanne Sutton, Sara Strasser, Shannon Maloney |
2021 |
Jeanne Sutton, Sara Strasser |
2020 |
Erin Hall, Jeanne Sutton, Sara Strasser |
2019 |
Erin Hall, Stacy League, Shannon Maloney |
Award Criteria:
NAPA Top Women Advisors: 2023, 2020, 2019
Established in 2015, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors.
Within the group of top women advisors, those who were principals, owners or team captains of their organizations were designated as “Captains.”
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance.
In 2023, we received 544 nominations, 261 applications, from which 50 captains, 50 all-stars and 19 Rising Stars were chosen.
In 2020, 550 nominations were received, and 270 applications were considered, with 125 in the final ranking. There were 50 Captains, 50 All-Stars, and 25 Rising Stars on the final list.
In 2019, 502 nominations were received, and 209 were considered. There were 50 Captains, 50 All-Stars, and 19 Rising Stars on the final list.
View criteria and award recipients
2024 |
Jeanne Sutton, Sara Strasser, Shannon Maloney |
2023 |
Erin Hall, Jeanne Fisher, Shannon Maloney |
2022 |
Jeanne Fisher, Jeanne Sutton, Sara Strasser, Shannon Maloney |
2021 |
Jeanne Sutton, Sara Strasser |
2020 |
Erin Hall, Jeanne Sutton, Sara Strasser |
2019 |
Erin Hall, Stacy League, Shannon Maloney |
Award Criteria:
NAPA Top Women Advisors: 2023, 2020, 2019
Established in 2015, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors.
Within the group of top women advisors, those who were principals, owners or team captains of their organizations were designated as “Captains.”
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance.
In 2023, we received 544 nominations, 261 applications, from which 50 captains, 50 all-stars and 19 Rising Stars were chosen.
In 2020, 550 nominations were received, and 270 applications were considered, with 125 in the final ranking. There were 50 Captains, 50 All-Stars, and 25 Rising Stars on the final list.
In 2019, 502 nominations were received, and 209 were considered. There were 50 Captains, 50 All-Stars, and 19 Rising Stars on the final list.
View criteria and award recipients
2022 |
Bryan Peebles |
2020 |
Erin Hall |
2019 |
Erin Hall |
2018 |
Erin Hall |
Award Criteria:
Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be retirement plan advisors with their own book of business, and had to be less than 40 years of age (born after January 1, 1977).
Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the applicant’s future performance.
In 2020, we received 738 nominations, and from that, 292 completed the application – 100 on the final list.
In 2019, we received 684 nominations, and from that, 292 completed the application – 100 on the final list.
In 2018, we received 588 nominations, and from that, 300 completed the application – 100 on the final list.
401(k) Specialist Top Advisor by Participant Outcomes (TAPO)
2019 2020 2022
View criteria and award recipients
2022 |
Shannon Maloney |
2020 |
Joe Brummel, Jonathon Schultheiss |
2019 |
Jeanne Sutton |
Industry recognition is very nice. What’s nicer is knowing that we earned every one of these awards by focusing exclusively on our clients’ success.
Let’s talk about how we can help you and your company get the most out of your retirement plan experience.
How We Got Here
