Industry professionals weigh in on the Retirement Security Rule, including operational lift and fee considerations. What do you think about the DOL’s new rule?
Retirement Plan Advisors
Financial Services
Chicago, IL 703 followers
We understand governmental retirement plans and the specific needs of governmental employees.
About us
Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. You don't need more work. You need RPA. Office of Supervisory Jurisdiction: 29 E. Madison St., Suite 500, Chicago, IL 60602 • 312.701.1100. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.
- Website
-
http://www.retirementplanadvisors.com
External link for Retirement Plan Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2000
- Specialties
- 457(b) Plans, 401(a) Plans, 403(b) Plans, Deferred Compensation Plans, Defined Contribution Plans, Group Retirement Plans, Public Sector, Government, Fiduciary Services, Independent Investment Advice, Retirement Plan Design, Retirement Counseling, Financial Planning, Retiree Healthcare, and Registered Investment Adviser
Locations
Employees at Retirement Plan Advisors
-
James D "Jim" Ray
Regional Director at Retirement Plan Advisors
-
Caitlin Cunningham
Vice President, Marketing and Communications at Retirement Plan Advisors
-
Michael E. Callahan, FSPA, EA, CPC, RMA
Principal, Retirement Plan Advisory Services, LLC.
-
Matt Martin,CFP ®
CERTIFIED FINANCIAL PLANNER ™ professional and Regional Director at Retirement Plan Advisors
Updates
-
When it comes to finances, American couples fare well in terms of shared goals and values but face gaps in planning and consensus. Read on for the data and conversation prompts.
Couples in sync on retirement goals, but at odds on specifics
https://www.investmentnews.com
-
The spotlight on women’s basketball, led by Caitlin Clark’s record-breaking feats, draws attention to gender pay disparity both on and off the court. An issue employers should be attuned to, as lower salaries put women behind in their day-to-day finances and retirement savings.
WNBA Pay Disparity Puts Spotlight on Retirement Gender Savings Gap | PLANSPONSOR
plansponsor.com
-
Hot off the presses! Keep a pulse on the economy, inflation, and the possibility of a recession – read RPA’s new Market Outlook.
Market Outlook
info.retirementplanadvisors.com
-
🚨Quarterly alert!🚨 Keep a pulse on the economy, inflation, and the possibility of a recession – watch RPA’s new Market Outlook featuring CIO T.J. Kistner, CFA, CAIA.
1Q 2024 - Market Outlook
https://www.youtube.com/
-
Another tax season complete, hooray! Make next year’s process a smooth and happy one, by taking these four steps.
Tax Day Is Over. Here’s 4 Things To Do After Filing Your Returns
-
Vacations? Shopping? Your fellow Americans’ plans for their tax refund may surprise you…
How Are People Spending Their Tax Refunds?
investopedia.com
-
Tips for those in the homestretch of their working years, to make for a comfortable and enjoyable retirement lifestyle.
These are 4 things you need to stop doing in your 50s and 60s in order to have a happier retirement — but can you do it?
-
CITs are tracking to be over half of total target-date strategy assets by year end. See what Morningstar research has to say about this momentum…
CIT Assets Expected to Surpass Mutual Fund Assets in TDFs in 2024, per Morningstar | PLANSPONSOR
plansponsor.com
-
🤠 RPA CEO Joshua Schwartz says howdy from the National Association of Plan Advisors 401(k) Summit in Nashville. From leading a workshop with Scott Boyd, Kimberly Pruitt, C(k)P, and Patricia Wenzel, CFP®, C(k)P®, CPFA®, CRPC™ to meeting Tennessee Congressman David Kustoff, the event has been a blast and a success! #NAPA401kSummit #TheAdvisorExperience
-