The Strategic Retirement Benefits Group, LLC - Karen Robinson. CPFA®

• The Strategic Retirement Benefits Group (SRBG) is a thought leader in the retirement plan industry, and we take great pride in delivering innovative consulting services that result in more successful retirement outcomes for plan participants, while protecting plan fiduciaries. Our consultants are fiduciaries without caveat or exception. Our signature deliverables include investment due diligence, provider benchmarking, fiduciary compliance, participant education and support services. Each of these deliverables has been acclaimed as a best practice program by the Centre for Fiduciary Excellence, LLC (CEFEX).

SRBG is a member of Retirement Plan Advisory Group (RPAG), that provides premier technology, systems, training, and resources to over 2,000 members that serve over 100,000 plan sponsors and more than $1 Trillion in assets (as of January 31, 2023). Through our membership with RPAG we are uniquely structured to support the spectrum of defined contribution (DC) retirement plans.