Founded in 2006 by David S. Hinderstein, Strategic Retirement Group is an independent and nationally recognized registered investment advisory and consulting firm with retirement benefit plan expertise in the corporate and not-for-profit sectors.
Our mission is to help Plan Sponsors rethink their retirement plans to manage fiduciary risk and improve participant outcomes. SRG uses a holistic approach to ensure Plan Sponsors: offer retirement benefit plans that are compliant and offer optimum investment options and services; receive the best value and services from plan vendors; and improve employee participation from employee communication and education efforts.
SRG is supported by the powerful resources, tools and research of LPL Financial, the nation’s largest independent broker/dealer.* All of our resources and proprietary tools are devoted to helping maximize the value and utilization of your plan(s), through Plan design, operation, investments and communication strategy.
We distinguish ourselves from other consulting firms by our passion and advocacy for our clients and our commitment to the retirement readiness of participants. And it shows in our results. SRG delivers client-focused thought leading guidance and innovative strategies, industry best practices and concierge service so Plan Sponsors can ensure they offer competitive retirement plans that are consistent with business goals and maximize employee retirement readiness. Meeting your retirement goals, is how SRG defines success.
* As reported by Financial Planning magazine, June 1996-2013, based on total revenue.