It was great to meet you at the Austin Conference

National Reach with a Personal Touch. Our team strives to provide a truly independent consultative approach to everything we do for clients.

In today's world, this level of client service is hard for some retirement plan vendors to provide to clients. That's why we started SPC. Our team works with our clients and their plan partners to provide the personal touch for the client.

See the SPC Difference for yourself..

Konny Drennan - National Consulting Director

Schedule a Meeting How SPC Works with TPAs

SPC Makes it Easy for our Retirement Plan Partners

From initial consultation and plan design, to securing proposals & even leading the employee enrollment meetings - when clients work with SPC, the TPA, Advisor, & Recordkeeper gets a turn-key package. Contact us today to learn more about how we help TPAs, Advisors, & Recordkeepers grow...

Initial Consultation

We want to meet you, discuss your goals, needs, & current situation. This sets the stage for a firm foundation.

Design & Review

Whether you have an existing plan or are starting a new plan, our design & review process is about achieving your goals.

RFP / Benchmarking

SPC can prepare a formal Request for Proposal from new partners for your plan and benchmark the total costs.

Enrollment & Education

SPC can lead your employee enrollment & education program to make it easier for you and your staff.

At Strategic Plan Consultants we start at the beginning with a simple question: What is your goal? We understand there can be more than one goal to achieve like:

Retaining and hiring of employees
Tax savings strategies
Making up for lost time in building and retaining income for retirement
Strategies for retaining earned compensation safely and effectively
Choosing the right providers like a Third Party Administrator, financial advisor, or investment custodian/recordkeeper - We've built a national network of trusted partners.
Solving Compliance issues which have or are reoccurring
Designing a retirement plan structure which can avoid some compliance testing issues