Our Story

Strategic Retirement Partners is an independent retirement plan consulting practice whose professionals advise on plans representing the retirement aspirations of tens of thousands of employees. We support plan sponsors in understanding and fulfilling their fiduciary responsibilities to their plan, their employees, and their beneficiaries. As of 05/01/2018, we consult on over 600 corporate and non-profit plans nationwide.

A bit of history: The acquisition of 401(k) Advisors, Inc. by NFP served as a catalyst for the formation of Strategic Retirement Partners (SRP). Shortly following the event, a supermajority of 401(k) Advisor affiliates pooled human resources and intellectual capital to form Strategic Retirement Partners, LLC, a firm that is truly unique by design. SRP was founded by a veteran group of Advisors with the shared belief that after working for decades during a lifetime, one should be able to retire with dignity and grace. Our sole focus is helping our Plan Sponsors make that happen for those employees within their care.

Today, SRP has offices throughout the United States that are strategically located to deliver best-in-class service and expertise to help our clients provide an exceptional retirement plan to their employees. The SRP team consists of 50+ associates with significant retirement plan expertise and an average industry tenure of 15+ years. As of 05/01/2018, we serve over 600 corporate and non-profit plans, $7 billion in retirement plan assets, and represent the retirement aspirations of tens of thousands of plan participants.

We approach client service with a collaborative style delivered by a dedicated plan consultant team in one of our regional offices. This team is further supported by specialists who are specifically focused in the areas of ERISA Compliance, Investment Research, Provider Analysis, Fee Benchmarking, Employee Education, and Executive Benefits. We wake up every day with a renewed and unparalleled commitment to excellence that is supported by the latest technology, deep research capabilities, operational efficiencies, and a craftsman-like focus on detail. We adhere to operating principles and values that emphasize independence, work ethic, and a laser-like focus on the needs of our clients.

Our professionals can serve as a fiduciary to your retirement plan, we strive to be objective and rigorous. And if we don’t look or sound like a “Wall Street” firm, it is entirely by design.

Awards and Recognition

SRP named as a "Top Mega Team" in PLANADVISER's 2017 Top 100 listing

Jeff Cullen named as semi-finalist for 2016 NAPA 401(k) Leadership Award

James Worrell recognized by PlanSponsor Magazine as the 2011 Retirement Plan Adviser of the Year

Shannon Maloney and Kristen Deevy were each awarded NAPA All Star Award for Top Women Advisors (Top 50) 2015 & 2016. Kristen Deevy and Lisa Petronio in 2017

Shannon Maloney, Lisa Petronio, Phil Senderowitz, Mike Pierce, Craig Dewey, Kristen Deevy, and Jeff Cullen were invited to Capitol Hill to advise top Congressional leaders on the future of the retirement savings industry and how proposed laws and regulations might impact the American worker.

Stig Nybo Honored with Two 2013 USA Best Book Awards for His Book, Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness

Kristen Deevy, Lisa Petronio, Jamie Worrell, Craig Dewey, Mike Pierce, Phil Senderowitz, Mark Forbes, Todd Lohman, Shannon Maloney, Phil Senderowitz, and James Worrell named by The Financial Times as one of the Top 401 Retirement Advisors of 2017

Jeff Cullen, Todd Lohman, and Shannon Maloney named by The Financial Times as one of the Top 401 Retirement Advisors of 2016 and 2017.

Kristen Deevy named by The Financial Times as one of the Top 401 Retirement Advisors of 2015

Stig Nybo named 5th most influential person in 401kWire's 100 most Influential people in Defined Contribution

Todd Lohman & Craig Dewey named to 401kWire.com list of Top 40 Advisors

James Worrell named to 401kWire.com list of Top 100 Advisors

James Worrell named in Institutional Investor News as a "Rising Star of Retirement Plan Advisors" in 2007.

Kristen received Outstanding Women in Retirement for 2015-2017 and has been nominated again for 2018.


"Transform Tomorrow: Awakening the Super Saver In Pursuit of Retirement Readiness"

by Stig Nybo

This book was written by Stig Nybo, a Retirement Strategist for SRP’s Northern California practice. It is about the retirement industry and the challenges surrounding saving for retirement. It is a unique and fun read, not at all corporate, sharing insight into the challenges of saving for retirement, and how we can all help in making real progress to achieving that goal. It won two 2013 USA Best Book Awards in the categories of “Social Change” and “Business Investing” and will provide insight into our group’s culture and beliefs.

"401knowhow: An Insider's Guide to Retirement Plan Options"

by Brian Heckert

Written by Brian Heckert, Managing Director for SRP, 401knowhow is an Insiders Guide to retirement Plan options is a "How To" guide for those wanting to maximize their understanding of their 401(k) plan offered through work. Each chapter helps the reader understand the very complex rules and how to use them to their favor.

"A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together"

by Brian Heckert

Written by Brian Heckert, A Study-Group Success Story: Best Practices from Our Give & Grow Group’s First 20 Years Together gives readers an up-close look at a successful study group’s evolution over two decades. The book can serve as a road map for readers to begin their own study group or to optimize the outcomes of an existing group. Readers learn how the Give & Grow Study Group’s five members grew from financial advisors getting together to improve as professionals to experienced practice owners with mature businesses.

Our Offices

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