Strategic Retirement Group

Investment Bank/Securities Brokerage - Harrison, NY, US

Strategic Retirement Group Employees
Larry Klesser

Participant Communication Specialist

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Brian Ake

Financial Advisor

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Strategic Retirement Group Details

Strategic Retirement Group (SRG) is an independent and full service retirement plan consulting firm and industry leader in the Not-for-Profit and Corporate sectors. Launched in 2006 by 29-year Not-for-Profit expert David Hinderstein, SRG is reinventing retirement plan benefit consulting. \\Our mission is to help plan sponsors manage risk, ensure their plans offer optimum investment options, receives the best value and services from plan vendors, and improve results from employee communications. \\The SRG Difference is built on the deep experience of our Team, and client-centric approach.\\• We are nationally recognized industry thought leaders\• We are solely focused on retirement benefit plans; we have the knowledge\ and experience to take your plan to the next level \• We're the "go to source' in the Not-For-Profit sector; our expertise in 403(b)\ and DB plans is unsurpassed\• We use proprietary processes to deliver innovative solutions \• We conduct peer benchmarking against a higher standard; our own clients and\ your competitors\• We are an independent advisory firm and provide unbiased investment\ advice\• We have strong provider knowledge and bargaining power to drive custom-tailored\ solutions with optimal results\• We move your employees to action though targeted, clear and consistent \ messaging and user-friendly communication materials\• We are supported by the powerful resources, tools and research of LPL Financial\\ Securities offered through LPL Financial. Member SIPC www.sipc.org. Other advisory services offered through Strategic Retirement Group, Inc., a separate entity. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, NJ, NY, PA, TN, VT. \\ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Strategic Retirement Group logo, Strategic Retirement Group contact details
Employees: 10 - 19
HQ: 914-251-1467
Location: Harrison, NY, US
Revenue: 1 - 2.5 Million
Defined Contribution Plans Defined Benefit Plans Non-Qualified Deferred Compensation Plans Not-For-Profit Healthcare Higher Education Private Schools Tax-Exempt Sectors Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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