We Have a Few Ideas on Small Business Retirement Plans
Welcome to Strategic Retirement Partners, LLC
Strategic Retirement Partners, LLC is an independent, boutique investment firm specializing in qualified retirement plan advisory services for small to mid-size businesses. It is our experience that plans with fewer than 100 employees and assets of less than $10 million need the most help with their fiduciary duties, investment responsibilities and ongoing communication with their employees. We consult with these businesses both to establish new plans and existing plans to improve all aspects of retirement benefit plans. Our services include professional plan design, vendor search, plan investment options and ongoing monitoring and analysis. In addition, we provide fiduciary guidance to plan sponsors and education and investment tools to plan participants to assure positive outcomes.
Brian Rall, President
Strategic Retirement Partners, LLC
I began my investment career as a registered representative in 1978 with a small, research- driven broker dealer located in Portland, Oregon. In 1984, I joined Oppenheimer & Company and became Vice President of Investments and a Registered Investment Advisor, focusing on both qualified retirement plans and high net worth clients. In 2012, I joined the Benefits division of Paychex as a 401(k) consultant, establishing over 400 new 401(k) plans and converting over 60 existing plans to the Paychex record-keeping platform. Strategic Retirement Partners, LLC was founded in April of 2018 as a boutique investment advisory firm to assist business owners with all aspects of their retirement benefits.
Running a small firm provides me significant advantages in client responsiveness, accessibility and customized personal service. Clients have direct access to high level professional services within a dramatically reduced cost structure when compared with firms focusing on larger plan size.
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Retirement Plan Services
“In our view, no two retirement plans should be identical.”
– Brian Rall, President
We invest in every project by listening carefully in order to design a retirement benefit that minimizes internal administration, reduces the fiduciary exposure for plan sponsors and maximizes the investment quality and performance outcomes for participants. In this process, we develop a customized and detailed client profile that identifies your plan goals and is unique to your organization. Unlike firms that treat 401(k) as a product, we slow the process down on the front end to get every aspect right.
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Strategic Retirement Partners, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Currently, Strategic Retirement Partners, LLC handles most of its out of state clients via an exemption process. For more information, please read the ADV - Brochure and check the background of this firm on FINRA's BrokerCheck