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Retirement Plan Advisors
Financial Services
Chicago, IL 707 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
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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
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James D "Jim" Ray
Regional Director at Retirement Plan Advisors
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Caitlin Cunningham
Vice President, Marketing and Communications at Retirement Plan Advisors
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Michael E. Callahan, FSPA, EA, CPC, RMA
Principal, Retirement Plan Advisory Services, LLC.
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Matt Martin,CFP ®
CERTIFIED FINANCIAL PLANNER ™ professional and Regional Director at Retirement Plan Advisors
Updates
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This Memorial Day, RPA salutes our military personnel, honoring their sacrifices and those of their loved ones. We further recognize you and your colleagues, for bringing to your community the values they fought to uphold. Wishing you and yours a safe and happy holiday weekend and start to the summer!
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Before transferring wealth to loved ones, consider these factors and consult with your trusted financial advisor.
You’ve Decided to Share Wealth With Family. Now What? | J.P. Morgan
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RPA’s Ohio Association of Professional Fire Fighters (OAPFF) service team proudly says hello from the association’s 54th Biennial Conference in Hamilton, Ohio. Phil Holstrom Shannon Davis Tamme T. Ford Zachary Karas
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U.S. adults are flunking the TIAA Institute's and Global Financial Literacy Excellence Center (GFLEC)'s latest Personal Finance Index survey. Read on for key demographic and knowledge gaps – areas where employers can focus education efforts, making a real difference in employees’ financial wellness
American Adults Show Lack of ‘Retirement Fluency’ | PLANSPONSOR
plansponsor.com
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If you're a small business owner in DuPage County, IL, please join us for this timely workshop. If you're located elsewhere but interested in learning about PEPs, reach out!
Retirement Plan Advisors (RPA) is hosting a workshop on critical regulatory topics – Thursday, May 30 from noon to 1:30 pm at Chuck’s Cafe. The event, including lunch, is free to Chamber630 members. To register, Visit: https://lnkd.in/ebsivNfc How a Pooled Employer Plan (PEP) Can Help You Navigate the New Norm: Understanding the Impact of Federal 401(k) Regulations & Illinois Mandates on Your Business Join us for a comprehensive lunch-and-learn workshop that will delve into the significant changes in retirement planning regulations impacting Illinois businesses. With the passage of SECURE 2.0, over 92 new regulations will be taking effect and impacting your 401(k) plan. And Illinois now requires every business with five or more employees to implement a retirement plan or participate in the state-run option. With new federal 401(k) plan regulations and state mandates taking effect, it’s crucial for employers to stay informed and proactive. To assist employers in adapting to these new requirements, the IRS: · Offers tax credits for adopting new plans, and · Has introduced Pooled Employer Plans (PEPs), which could replace an existing 401(k) while alleviating administrative burdens and helping meet fiduciary duties. Don’t miss this must-attend event for business owners and HR professionals seeking to understand regulatory changes and ensure compliance, while maximizing benefits for their organization and employees. Thursday, May 30, 2024 12:00 PM - 1:30 PM CST 8025 S CASS AVE. DARIEN, IL 60561 https://lnkd.in/dMjxYVTp
Events | | Chamber630 | Downers Grove, IL
business.chamber630.com
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For over two decades, Gallup has polled Americans regarding their top financial concerns. Some items consistently rank top of list. Others are shifting…
Having Enough Money for Retirement Still a Top Concern, But Moods Are Changing
kiplinger.com
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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?
Investment Menu Design Under DOL’s Retirement Security Rule | PLANSPONSOR
plansponsor.com
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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
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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