As the Managing Director for Oklahoma at Strategic Retirement Partners, Karen Forbes plays a pivotal role in guiding organizations through the complexities of retirement plan consulting. With a robust portfolio that includes over 900 plans and $16 billion in assets under advisement, Karen leverages her...
As the Managing Director for Oklahoma at Strategic Retirement Partners, Karen Forbes plays a pivotal role in guiding organizations through the complexities of retirement plan consulting. With a robust portfolio that includes over 900 plans and $16 billion in assets under advisement, Karen leverages her extensive expertise in fiduciary risk mitigation and investment advisory to empower clients in their retirement planning endeavors. Her leadership is instrumental in developing tailored strategies that not only enhance potential investment opportunities but also create fee efficiencies, ensuring that employees can retire successfully.
Karen's focus encompasses a wide range of retirement solutions, including 401(k), 401(b), 401(a), Defined Benefit plans, ESOPs, 457 plans, and Executive Benefits. Her deep understanding of the intricacies of these plans allows her to provide comprehensive consulting services that address the unique needs of each client. By fostering strong relationships with stakeholders, Karen ensures that organizations are equipped with the knowledge and tools necessary to navigate the evolving landscape of retirement benefits.
In addition to her consulting prowess, Karen is adept at integrating health insurance and disability insurance solutions into retirement planning, further enhancing the financial security of employees. Her strategic approach combines management acumen with a thorough understanding of financial services, positioning her as a trusted advisor in the industry. As she continues to lead initiatives that prioritize employee well-being and financial literacy, Karen Forbes remains committed to helping organizations in Oklahoma achieve their retirement goals while mitigating risks associated with plan management.
