Reinventing Retirement Benefit Consulting, Realizing Results

The SRG Difference: Put It To Work For You

The advantage of partnering with SRG goes beyond the comprehensive suite of services we offer Plan Sponsors.

The SRG Difference is built on the deep experience of our Team, and client-centric commitment to use our expertise to improve your plan. It’s not “what” we do, but “how” we do it that can leads to results for our clients.

  • We are nationally recognized industry thought leaders.  We are reinventing industry best practices with award-winning results.
  • We are solely focused on retirement benefit plans. Retirement Benefit Plans are our only business - so we have the focus, knowledge and experience to take your plan to the next level. We combine boutique firm service with our big firm expertise so all of our resources are devoted to what matters most to you as Plan Sponsor.
  • We are the “go to source" in the not-for-profit sector. We have the specialized knowledge and experience to understand the unique culture and complex challenges of the not-for-profit healthcare, higher education, private school, tax-exempt and corporate sectors. Our expertise in 403(b) and DB plans is unsurpassed.
  • We use proprietary processes to deliver innovative solutions.  Based on our extensive experience, we have developed processes that dig deeper to discover your priorities and challenges, and that lead to tailored strategies that seek to increase overall plan value and investment opportunities.
  • We benchmark to a higher universe. We don’t believe in average results, so why would we benchmark against the average? We conduct peer benchmarking against a higher standard – our own clients and your competitors.  Learn how to build a better plan through our objective, comprehensive and actionable Benchmarking Services. 
  • We are independent and objective.  We are an independent advisory firm, not a broker. You’ll receive honest, unbiased investment advice targeted to your employees’ financial goals and your organization’s budget.
  • We have strong provider knowledge and bargaining power. You can have it all – a high quality retirement plan that’s affordable. Passionate client advocates with large blocks of business buying power, deep provider experience, access to top providers and strong vendor relationships and insights, we drive custom-tailored solutions with optimal results.
  • We move your employees to action though targeted, clear and consistent messaging.  With expert guidance, education and user-friendly communication materials, we reach employees where they are, help ease participant confusion and fear, and increase plan participation and savings rates, resulting in greater retirement readiness for your employees.
  • We are powered by LPL Financial.  With the deep research, investment strategy and compliance tools and resources of the Nation’s largest independent broker dealer,* we can better serve our clients in achieving their business goals while helping their employees achieve their important financial goals. Learn more About LPL Financial.

We’re passionate about what we do, and it shows in our results.  Find out more about our Awards and Recognition, and client successes.

Let us introduce The SRG Team.

* As reported in Financial Planning magazine, June 1996-2017, based on total revenues.

“We truly enjoy when a client gives us a blank canvas and allows us to bring our own paint, because one of our differentiators is that we have the creativity, experience and proof statement to bring solutions to our clients.” David Hinderstein, DC Leaders Face-to-Face Interview