New Hampshire | The Strategic Retirement Benefits Group, LLC

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 caveats or exceptions. 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).

www.strategicretirementbenefits.com

Our Team

Michaela Scott
Principal & Founder, 401(k)/403(b) Advisor
Phone: 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079

Karen Robinson. CPFA®
Director of Retirement Plan Client Services
Phone; 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079

Kathryn Zimmerman
Director of Retirement Education & Financial Planning
Phone: 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079