Strategic Retirement Group Information

Strategic Retirement Group (SRG), now a OneDigital company, is an independent and full service retirement plan consulting firm and industry leader in the Not-for-Profit and Corporate sectors. Launched in 2006 by 30 year retirement plan advisor, David Hinderstein, SRG is reinventing retirement plan benefit consulting. Our mission is to help plan sponsors manage risk, ensure their plans offer optimum investment options, receives the best value and services from plan vendors, and improve results from employee communications. The SRG Difference is built on the deep experience of our Team, and client-centric approach. • We are nationally recognized industry thought leaders • We are solely focused on retirement benefit plans; we have the knowledge and experience to take your plan to the next level • We're the “go to source" in the Not-For-Profit sector; our knowledge in 403(b) and DB plans is unsurpassed • We use proprietary processes to deliver innovative solutions • We conduct peer benchmarking against a higher standard; our own clients and your competitors • We are an independent advisory firm and provide unbiased investment advice • We have strong provider knowledge and bargaining power to drive custom-tailored solutions with optimal results • We move your employees to action though targeted, clear and consistent messaging and user-friendly communication materials • We are supported by the powerful resources, tools and research of Triad Advisors Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment Advice offered through Resources Investment Advisors, LLC, an SEC-registered investment advisor. SRG and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.