Client Focus

Strategic’s corporate retirement plans business serves three distinct customers: plan sponsors, trustees and fiduciaries; human resources professionals; and plan participants.  Our success is rooted in delivering a comprehensive, specialized service offering geared toward meeting the needs and achieving the goals of each customer group.   

Plan Sponsors, Trustees and Fiduciaries: With the escalating scrutiny on retirement plan fiduciaries, it is more important than ever for plan sponsors to be clear about their responsibilities. Engaging Strategic as an ERISA 3(38) investment advisor will reduce this fiduciary burden and insulate sponsors from some of their liability.  

Human Resources Professionals: Business demands of human resources professionals have never been so complex. Compliance with new regulations and added strategic responsibilities present real challenges. This makes the multitude of administrative tasks related to supporting a retirement program all the more difficult.  Strategic relieves much of the administrative burden often placed on human resources professionals by tackling administrative tasks directly with plan participants. 

Plan Participants: At Strategic, we believe that all employees deserve to understand their retirement plan and the opportunities it presents.  We embrace a highly paternalistic approach to servicing plan participants, that won't leave them confused or frustrated trying to navigate websites and automated phone lines. Through education seminars and one-on-one investment and retirement advice, we encourage and empower participants to take ownership of their retirement success.