CORPORATE RETIREMENT PLAN SERVICES

Government scrutiny today is greater than ever on plan sponsors.  As a result, their responsibility is to act in the best interest of participants. Plan sponsors can improve plans by providing proper safeguards and independent oversight. Firms not aware of their responsibilities or delegate the responsibility to a plan provider may find a conflict of interest � such as commissions or their own funds being recommended.

From the moment you join forces with Strategic Investment Partners, your company experiences a high level of personal service, tailored to fit the needs of your plan.  Strategic Investment Partners  is an independent Registered Investment Advisor providing corporate retirement plans (401k, Safe Harbor, Profit Sharing, Money Purchase ) using an unbundled approach that decreases your plan cost while providing significant flexibility and control to employers.  We will provide the independence, low cost and investment philosophy that meets ERISA fiduciary requirements.

At Strategic Investment Partners, we recognize the unique needs of each plan sponsor. We approach each retirement plan in a consultative manner, providing high-touch service and flexible solutions. In short, we provide a custom solution for every plan.

We know that successful plan starts with a commitment to working together. Our firm is different because we remove the �commissioned broker� conflict of interest. We believe that full disclosure of the advisor�s compensation creates trust. A fee-only model establishes a partnership where both the client and the advisor can operate from a baseline of trust. In doing this, our goal is to provide open-architecture to provide maximum flexibility and independent oversight.