Strategic Retirement Plan Consultants (SRPC)
About Us
We partner with employers and coach them through the process of managing their retirement plan.
What Makes Us Different
Participant Education: Ensuring your employees are empowered and educated about their financial futures is the heart of what we do at SRPC. We provide hands-on participant education through individual meetings, webinars and by providing resources.
Personalized Service: At SRPC we work with you to structure, design, implement and manage a 401(k), 403(b) or profit sharing plan that is fully customized to support your organization’s needs and goals.
Fixed Cost: We charge a fixed cost based on time, complexity and liability. Traditional investment asset-based fees are arbitrary and can quickly become very expensive as the asset levels grow.
Our Services Include:
- Plan design
- Vendor selection, management and contract negotiations
- Investment consulting delivered as an ERISA 3(21) or 3(38) fiduciary advisor
- Implementing, managing and documenting a fiduciary process
- Employee education
- Fee and service benchmarking
Talk to us today and learn how a well-planned investment fiduciary management process combined with a hands-on, consultative approach can help mitigate your risk as a plan sponsor, and better prepare your workforce for retirement. Email us at SRPC@aleragroup.com.
Investment advisory services offered through Alera Investment Advisors, LLC & Strategic Retirement Plan Consultants, Inc.
Meet Our Team
Peter Klinkmueller
Retirement Plan Services Consultant
Peter uses his 30+ years of experience consulting on qualified retirement plans to structure, design, implement and manage 401(k), 403(b) and profit sharing plans, fully customized to each client’s organizational needs, goals and objectives. His specialty is in plan and fee analysis, plan design, developing and implementing fiduciary processes and procedures, assisting with compliance and participant education.
Investment advisory services offered through Alera Investment Advisors, LLC & Strategic Retirement Plan Consultants, Inc.
Steve Boudreau
Retirement Plan Services Consultant
Steve manages client relationships and has experience in all aspects of retirement plans including new business implementation, plan design, plan administration, testing, and compliance, emphasizing plan sponsor and participant education, service, and support. He has more than 25 years experience in the qualified retirement plan industry.
Investment advisory services offered through Alera Investment Advisors, LLC & Strategic Retirement Plan Consultants, Inc.
Eliot Axvig
Retirement Plan Services Consultant
Eliot specializes in business operations, plan administration, and participant education. He has ten years of banking and three years of retirement plan experience.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Designing Benefits for Early - and Mid-Career Employees
In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career benefit strategies, review legal and compliance trends, and provide actionable tools and resources.
February 4, 2026 at 10:00 am CT | Virtual
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Employee Benefits
Navigating Medicare
The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage.
February 11, 2026 at 12:00 pm CT | Virtual
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Property and Casualty
Top Cyber Threats of 2026 – and How to Mitigate Them
Cybercriminals have a new playbook—your business could be next.
February 17, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Retirement Plan Services
Supporting Gen X on the Path to Retirement
Many Gen Xers are balancing financial demands from both parents and children while trying to boost their retirement savings. With rising costs and market uncertainty, the right planning strategies can help make the most of their remaining earning years.
March 12, 2025
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Retirement Plan Services
Amazon Accused of Mismanaging 401(k) Forfeiture Funds
Amazon is facing a class-action lawsuit over allegations of mismanaging millions in forfeited 401(k) funds, potentially benefiting the company at employees' expense. As similar lawsuits target major corporations, the outcome could impact how retirement plans are managed industry wide.
March 5, 2025
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Enhancing Retirement Opportunities for Part-Time Employees
Part-time employees now have greater access to employer-sponsored retirement plans, but their financial challenges often differ from those of full-time workers. Learn how tailored support, flexible education, and strategic plan design can help them save for the future.
March 5, 2025
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Why Workers Leave Matching Dollars on the Table
Many employees unknowingly leave free retirement dollars on the table due to psychological biases like present bias, loss aversion, and decision paralysis. Understanding these barriers can help plan sponsors implement strategies that encourage higher contributions and ensure employees maximize their employer match.
February 11, 2025
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