About Strategic Retirement Partners (SRP)
<p>Built around outsourced fiduciary support and participant guidance, Strategic Retirement Partners (SRP) advises employers on retirement plan strategy and day-to-day fiduciary decisions. The firm is headquartered in Redwood City in the San Francisco Bay Area and works with plan sponsors nationwide.</p> <p>Founded in 2015, SRP has 130 employees. Its services include plan design, participant advice, and outsourced 3(38) investment management. SRP also operates WELLth Advisory Services, an SEC-registered RIA that provides financial planning for individuals and families.</p> <p>SRP works across multiple plan types, including 401(k), 403(b), defined benefit, cash balance, and ESOP arrangements. The firm reports advising on 1,376 retirement plans totaling $24.64 billion in assets (as of July 1, 2025), and $26.4B AUM (2026).</p> <p>What sets SRP apart is the combination of plan design work with a dedicated outsourced 3(38) platform and ongoing fiduciary training for plan committees.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employers and plan committees</li> <li>Plan design support for new and existing retirement plans</li> <li>Participant advice and workplace financial wellness programs</li> <li>Outsourced 3(38) investment management and monitoring</li> <li>Defined benefit, cash balance, 401(k), 403(b), and ESOP plan consulting</li> </ul>
Website: https://www.srpretire.com/
Founded: 2015
Employees: 130
Office Locations
- Redwood City, CA (Headquarters)
Accreditations & Certifications
- CEFEX Certified
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 4,100
- Total AUM: $26.4B