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Strategic Retirement Plan Consultants, Inc.

EST. AUM
$800,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number 292970
Website strategicretirementplanconsultants.com
Client types

Overview

Strategic Retirement Plan Consultants (SRPC) is a Boston-based specialized retirement-plan advisory firm led by industry veterans Peter Klinkmueller and Steve Boudreau. For nearly three decades, SRPC has delivered comprehensive services—plan design, vendor selection and oversight, fiduciary consulting, employee education, and cost benchmarking—to qualified plan sponsors. In November 2024, their practice was acquired by Alera Group, where the SRPC team continues their consultative approach within the Alera Retirement Plan Services network.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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