Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Shorewood, IL • srpretire.com
Edina, MN • StilesFinancial.com
Stiles Financial Services
Strategic Retirement Partners
Key Contact(s)
Key Contact(s)
Kristine Iten 952.466.6225 • kristine@stilesfinancial.com Susan Stiles 952.988.0452 • susan@stilesfinancial.com
Firm Profile For decades SFSI, a woman- and minority-owned business, has been an independent fee-based fiduciary consultant delivering unbiased advice. As experienced ERISA consultants, we maintain a neutral and autonomous position in the industry with regard to vendors, investments, research, and how we are compensated. We do not offer a cookie cutter output of reports, fund line-ups or utilize single- source research tools. Our highly-experienced retirement plan consultants deliver proactive, customized, in-depth fiduciary oversight for plan sponsors on behalf of their 401(k) and pension plans. We partner with our clients to ensure that company and participant goals are being achieved and that fiduciary obligations are met..
Primary Market(s) Served
Jeff Cullen 866.777.4015 • jeffc@srpretire.com Deane Mayerhofer 866.777.4015 • deanem@srpretire.com Jacqui Hendricks 866.777.4015 • jacquelynh@srpretire.com
Firm Profile Strategic Retirement Partners is an independent retirement plan consulting practice whose professionals advise on plans representing the retirement aspirations of tens of thousands of employees. We support plan sponsors in understanding and managing their fiduciary responsibilities to their plan, their employees, and their beneficiaries. SRP has 30 offices throughout the United States and 110+ associates with significant retirement plan expertise. As of 07/01/2023, we serve over 1,150 corporate and non-profit plans, $20.54 billion in retirement plan assets, and represent the retirement aspirations of 268,000+ plan participants.
Primary Market(s) Served
Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available
Options Available
• 3rd Party Vendor Analysis Tool
• Retirement Sales Desk Representative
• Other Tools
• Business Development Consultants
• Benchmarking Tools
• Recruiter for Retirement Plan Advisors
• Participant Advice/Participant Services
• 3rd Party Vendor Analysis Tool
• Internal Rollover Program
• Other Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Custom Risk Based/Target Date Models
• Participant Advice/Participant Services
• 408(b) (2) - In-House or Outsourced
• CRM/Data Aggregation
• Plan Sponsor Fiduciary Training
• Internal Rollover Program
• Stable Value Analysis
• Allows Fiduciary Declaration 3(21)/3(38)
• Minimum Fee Schedules
• Custom Risk Based/Target Date Models
• Vendor Search
• 408(b) (2) - In-House or Outsourced
• Vendor Fee Negotiation
• Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 11
Home Office Employees Supporting the Business 45
NAPABLACKBOOK2023
91