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
Primary Care as a Strategy: How Direct Primary Care Can Lower Costs and Improve Outcomes
A clearer understanding of how Direct Primary Care can be used as a strategic lever to improve outcomes while controlling total cost of care.
October 20, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
AI Advantage in Benefits: Practical Use Cases That Support HR and Employees
A practical view of how AI can support benefits teams while improving the employee experience.
November 17, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
The Compliance Pathway Q4
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
December 2, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Financial Services
The Hidden Cost of Sitting on Cash
Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.
July 28, 2025
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Financial Services
Tuition, Travel, Retirement — Can You Plan for It All?
You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.
July 28, 2025
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What Does Wealth Mean to Your Family?
Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.
July 28, 2025
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Monthly Market and Economic Update - June 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 7, 2025
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