Reinventing Retirement Benefit Consulting, Realizing Results

Strategic Retirement Group’s Award-Winning Experience Delivers Results And Builds Loyalty

Reputation is everything. The team at Strategic Retirement Group has earned the following recognition:

Named by Barron's as one of the Top 50 Institutional Consultant Teams in 2019
Earned 5 Hermes Creative Awards in 2019 for excellence in plan participant communications w/ institutional health care clients
Named by 401K Wire as one of the 50 most influential Advisors in Defined Contributions in 2012*
Nominated by 2013 Retirement Plan Adviser of the Year by PLANSPONSOR
Named in PLANADVISER magazine’s 2016 Top 100 Advisers list**

SRG's culture of creative problem-solving, paired with David Hinderstein's industry experience, has afforded him numerous speaking engagements at industry conferences and leadership positions on industry organizations, including:

  • BlackRock DC Leaders Circle
  • PIMCO DC Advisory Board
  • Goldman Sachs Asset Management Retirement Advisory Council
  • LPL CEO Study Group
  • Instructor at the UCLA Anderson School of Executive Education’s TRAU-The Retirement Advisor University
  • American Society of Pension Professionals and Actuaries (“ASPPA”)
  • Profit Sharing Council of America

While industry recognition is great, we’re more focused on generating results for our clients.

SRG has helped two healthcare clients gain the title of Plan Sponsor of the Year, and two other clients earn designations as Best Employer in their respective states of New York and Pennsylvania.

Since our inception in 2006, our success has been measured by client loyalty and satisfaction, and is reflected in our high rate of client retention.

The proof is in what our clients have to say about us.  From an internal study conducted with SRG clients,*** here are some of the reasons our clients like working with us:

  • We deliver on our commitments and produce positive outcomes
  • We ask the tough questions and push our clients and providers to get the right results
  • We improve their compliance and fiduciary processes
  • We are customer-centric and advocate passionately on their behalf
  • We are experienced and have knowledge of the retirement industry and connections in the DC and DB market

*Based on reader votes, input from distributors and statistics about advisor practices gathered directly from nominees.

** Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from Plan Sponsor clients.

*** November 2012