Listed In: Financial Planning
Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability… Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability to make accurate annual budget projections regarding their qualified retirement plans. SRI is an Approved Third Party Administrator and maintains relationships with many of the top investment custodians and financial advisors of your choice. To assist the Plan Sponsor with his "due diligence" we can refer these investment custodians for interview. Read more