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Who We Are

The Strategic Retirement Benefits Group, LLC

The Strategic Retirement Benefits Group (SRBG) is a thought leader in the retirement plan industry, and we take great pride in delivering innovative consulting services that result in more successful retirement outcomes for plan participants, while protecting plan fiduciaries. Our consultants are fiduciaries without caveat or exception. Our signature deliverables include investment due diligence, provider benchmarking, fiduciary compliance, participant education and support services. Each of these deliverables has been acclaimed as a best practice program by the Centre for Fiduciary Excellence, LLC (CEFEX).

SRBG is a member of Retirement Plan Advisory Group (RPAG), that provides premier technology, systems, training, and resources to over 2,000 members that serve over 100,000 plan sponsors and more than $1 Trillion in assets (as of January 31, 2023). Through our membership with RPAG we are uniquely structured to support the spectrum of defined contribution (DC) retirement plans.

SRBG’s team of five was named National Association of Plan Advisors (NAPA) Top DC Advisor Team. The team works extremely effectively remotely which affords the opportunity to retain top talent regardless of each team member’s physical location. Each member of our team is fully licensed and a life-long learner.

We define a successful consulting relationship as one that is long term and one in which our client perceives that we have become an indispensable partner to their plan. We believe that the strength of our relationships is measured by our industry-leading client retention rate. For plan sponsors who define the success of their plan as a function of participant retirement outcomes, perhaps the most important measure of a successful relationship would be our ability to help generate significant and quantifiable improvement in outcomes for both the participants and plan fiduciaries.

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