# Strategic Retirement Partners (SRP)
Source: https://planprovider.pro/provider/strategic-retirement-partners-srp

> Built around outsourced fiduciary support and participant guidance, Strategic Retirement Partners (SRP) advises employers on retirement plan strategy and day…

Retirement Plan Advisor

Redwood City, CA

## 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/](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

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