Strategic Retirement Partners
Homepage http://srpretire.com
LinkedIn Profile https://linkedin.com/company/strat***rement-pa***
HQ Location
United States , Rhode Island, Providence42 Weybosset St, Providence, RI 02903, USA
At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees and expert plan selection, design and co-fiduciary governance to employers and their plan committees.
We currently consult on over 400 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees. All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments and expertise in the in the field of institutional retirement plan consulting.
We advise on virtually all corporate retirement plan types including:
Defined Contribution - 401(k), Profit Sharing
Defined Benefit – Frozen or Active, Traditional or Cash Balance
NonProfit Plans - 403(b), 401(a), 457(b), and 457(f)
ESOP
Non-Qualified Deferred Compensation
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Securities offered through Kestra Investment Services (K
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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