Reinventing Retirement Benefit Consulting, Realizing Results

Managing Your Organization's Retirement Plan is Challenging

As Plan Sponsor, you are faced with a myriad of questions:

  • Are we in compliance with changing regulations?
  • Have we managed risk with Fiduciary best practices?
  • Do plan costs align with the value we receive?
  • Are we getting the most out of our provider relationships?
  • Is our retirement plan the right fit for our organization and employees?
  • Does our plan design encourage optimal participant behavior?

From Where You Are To Where You Want To Be

Strategic Retirement Group (SRG) is an independent retirement plan consulting firm and industry leader in the corporate and not-for-profit sectors.

We are reinventing retirement plan benefit consulting.

Our mission is to help you manage risk and to ensure your plan offers optimum investment options, receives the best value & services from plan vendors, and achieves improved results & engagement from your employee communication efforts. With our collaborative approach, proprietary systems and commitment to innovative solutions for our clients, Strategic Retirement Group exists to help your retirement plan & its participants achieve success.
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