for Retirement Plan Sponsors

What can a dedicated Retirement Plan Advisor do for you?

Being a retirement plan sponsor comes with a significant amount of responsibility. After all, you are responsible for setting up and managing a critical retirement vehicle on behalf of your employees. When you work with SWP, you’ll be working with a Retirement Plan Advisor who will spend time with you on plan design, administration, and employee education. And with this dedicated focus comes unique insights, recommendations, and follow-through.

What you can expect

  • Truly independent advice

    We work as independent, fiduciary consultants on behalf of retirement plan sponsors. This means we don’t get compensated based on where your funds are held or which record keeping platform you use. This independent perspective allows us to be objective counselors who are focused on providing advice.

  • Confidence when making complex decisions

    Being a retirement plan sponsor comes with a laundry list of legal, regulatory requirements, and financial requirements. We help plan sponsors feel more confident by monitoring their plan and proactively identifying opportunities for enhancement.

  • Guidance that’s driven by your goals and objectives

    Every retirement plan sponsor has unique resources and motivations. Our job is to understand your objectives and deliver solutions that provide the greatest benefit to you, your company, and your employees.

Our Insights

Throughout the year, we publish articles that share planning opportunities for retirement plan sponsors.

Financial Planning
SECURE Act 2.0: Opportunities For 401(k) Plan Sponsors

This blog is geared towards 401(k) plan sponsors, but is informational for everyone.

By now, you have likely heard of the SECURE Act 2.0—also known as “SECURE 2.0”—either in the news or through your plan’s record keeper. The goal of SECURE 2.0 is to encourage individuals to save more for retirement by giving plan sponsors opportunities to help their participants save. For plan sponsors that want to optimize their plan, these changes provide opportunities to better help participants.

In this article, we highlight several of the key changes brought about by SECURE 2.0, how participants benefit from these changes, and how plan sponsors can use these changes to enhance their retirement plan offerings.

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Financial Planning
Retirement Plan Design: Three Ideas To Drive Down Costs, Minimize Risk, and Improve Participant Outcomes

As a Retirement Plan Advisor at Strategic Wealth Partners, my role largely focuses on advising retirement plan sponsors on the myriad and complex aspects of retirement plan management.

To facilitate our work, we are members of the Retirement Plan Advisory Group (RPAG), a national alliance of retirement plan advisors and institutions. RPAG augments our team with CFA® Charterholders that focus on Plan Investments, ERISA Specialists, Plan Benchmarking Specialists, and Plan Consultants. These relationships allow the plan sponsors we serve at Strategic Wealth Partners to access opportunities that might not be available otherwise.

I recently attended the RPAG National Conference, an opportunity for RPAG members to share best practices and learn from industry thought leaders. This article will discuss some of the takeaways from the conference and several ideas to help retirement plan sponsors reduce plan costs, improve participant outcomes, and mitigate risk.

#1 Collective Investment Trusts (CITs)

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Sound like a good fit for you and your family?