Skip to main content

 Tel: (719) 548-8511
 Fax: (719) 590-1859

Strategic Financial Partners Inc. Securian Financial Network

Strategic Financial Partners Inc. Securian Financial Network

  • Home
  • About 
    • Our Company
    • Our Associates
    • Careers
  • Services 
    • Overview
    • Financial Planning
    • Business Strategy & Exit Planning
    • Insurance
    • 401(k) & 403(b) Planning
    • Individual Retirement Planning
    • Wealth Management
    • Estate Planning
  • Resources 
    • Account Access
    • Useful Websites
  • Locations
  • Contact

Making More Possible

    You are here

  1. Home
  2. Services
  3. 401(k) & 403(b) Planning

401(k) & 403(b) Planning

“Happiness is not something you postpone for the future; it is something you design for the present.”
– Jim Rohn

Confidence from Expertise

At SFP, our Qualified Retirement Plans Team of industry experts was brought together with the express purpose of offering a higher level of understanding and advocacy for employers offering qualified retirement plans and their employees. Each member of our team brings a specialized set of skills to the relationship with you and your plan, including fiduciary investment expertise, RFP services and vendor expertise, behavior driven education for plan participants, plan design analysis, and fiduciary committee leadership.

As a fee-based consultant group, we partner with our plan sponsor clients and work together to improve the quality of the retirement plans offered to your plan participants. Our focus is to help you provide a retirement plan that you are proud of and your employees have confidence in.

A Roadmap for the Future

At SFP we have created a comprehensive process for optimized plan management catered to both for-profit and not-for-profit organizations. Confidence in your plan governance structure, fiduciary decision-making, risk mitigation and cost effectiveness, investment oversight, and eventual participant retirement success drive the rationale behind the steps described below:

 

Stage 1 
The Retirement Plan Evaluator™ 

We provide a comprehensive evaluation of your corporate retirement strategy, based on your objectives and goals for the plan. 

 

Stage 2 
The Plan Design Solution

Through our review, we will provide alternative solutions to create efficiencies for your retirement plan with regard to plan design, investment, & expense structures.

 

Stage 3 
The Fiduciary Investment Process

Meeting your fiduciary responsibilities can be a complex process. We help control risk by consulting on a formal investment policy statement which will establish clear criteria for selecting and monitoring investment managers.

 

Stage 4
The RFP Facilitator

We’re on your team.  We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals and help guide you in making an informed and knowledgeable decision.

Stage 5 
The Participant Focus

We help your employees through the enrollment process and offer continuous education on the benefits on their retirement plan with relevant communication materials and innovative presentations.

 

Stage 6 
The Investment Monitor 

We will help manage the ongoing health and welfare of your retirement program, advising you on industry changes, plan enhancements, and investment due diligence. 

What is Your Definition of Retirement Success?

We look forward to the opportunity to show you how to make a measurable impact with your qualified retirement plan. Helping your plan participants successfully retire with a comfortable and sustainable amount of income is the highest level of achievement for our team. “Success” in this definition is not easy, but it is the most important thing for your employees and their families – we strive to work with you to help them realize this goal.

  • Colorado Springs, CO
  • Steadfast Wealth Co. - Colorado Springs, CO
  • Denver, CO
  • Leawood, KS
  • Ogden, UT
  • Salt Lake City, UT

How to get started

A financial advisor can help analyze your unique situation.

Click the button below to contact an advisor who can help optimize a 401(k) or 403(b) Corprate or Non-Profit Retirement Plan to reflect your goals and priorities.

Let's connect

Strategic Financial Partners Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Financial Partners Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Financial Partners Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3210685 DOFU 09/2020

 

© 2021 Strategic Financial Partners Inc. Securian Financial Network. All rights reserved.

Website Design For Financial Services Professionals