Phil Senderowitz Joins Strategic Retirement Partners
Phil Senderowitz has joined Strategic Retirement Partners, a national retirement plan consulting firm. Senderowitz will be servicing clients and growing the practice in the Central Florida market. He will also be an integral member of the SRP investment committee. With more than 2 decades of... - March 15, 2016
Advisor Honored with Nomination for NAPA 2016 401(k) Leadership Award Top Retirement Women Advisor
Jeff Cullen was recently named one of the 10 semi-finalists for NAPA (National Association of Plan Advisors) 2016 401(k) Leadership Award. The award is in its 9th year and Cullen was selected from over 150 nominations. Cullen has dedicated his practice to serving retirement plans for over a decade. - March 15, 2016
Two Advisors Honored with Inaugural 2015 Top Retirement Women Advisor Award
Kristen Deevy and Shannon Maloney win Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award - March 15, 2016
Kristen Deevy Joins Strategic Retirement Partners
Kristen Deevy has joined Strategic Retirement Partners, a national retirement plan consulting firm. Deevy will be servicing clients and growing the practice in the Rocky Mountain market. She will also be leading Strategic Retirement Partners Social Media Campaign. With more than 15 years of... - February 16, 2016
Strategic Retirement Partners to Host Their First National Webinar
Strategic Retirement Partners (SRP) is reaching out to retirement plan sponsors around the country to invite them to their first national Webinar on Jan. 19 starting at 1 p.m (EST). The hour-long webinar will focus on fee analysis and benchmarking for retirement plans. SRP encourages Plan Sponsors... - January 13, 2016
Local Advisor Honored with Inaugural 2015 Top Retirement Women Advisor
Shannon Maloney wins Inaugural NAPA (National Associate of Plan Advisors) Top Women Retirement Advisor All Star Award. - January 09, 2016
Strategic Pension Group Hires Jennifer L. McCoy as Senior Director, Client Management
Jennifer L. McCoy has joined the Strategic Pension Group as their Senior Director of Client Management, where she will be assisting clients in identifying their retirement plan needs and aligning plan design and administration to maximize their goals. With 20 years of experience, McCoy is an... - January 09, 2016
Sarah Hughes Joins Strategic Pension Group as Director of Client Management
In their recent growth, Strategic Pension Group has added Sarah Hughes to their team as Director, Client Management. In this position, Hughes will consult with clients to establish best practices, conduct comprehensive committee meetings, and assist in managing fiduciary obligations of... - January 09, 2016