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Retirement Plan Advisors
Financial Services
Chicago, IL 720 followers
We are an independent registered investment adviser specializing in employer-sponsored retirement plans.
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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Looking to improve participant engagement? A one-size-fits-all approach isn’t the answer. This helpful article from PLANSPONSOR outlines three key strategies for getting your people involved with their retirement plan: https://hubs.ly/Q02JhR1G0
PSNC 2024: Enhanced Engagement Efforts | PLANSPONSOR
plansponsor.com
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RPA CEO Joshua Schwartz and a cohort of Illinois delegates attended the NAPA D.C. Fly-In Forum in our nation's capital this week! It was an honor to be counted among the country's elite retirement plan advisors and engage with key federal policymakers and regulators in the retirement space, including Congressman Danny K. Davis, National Association of Plan Advisors President Keith Gredys, JD, CPFA, AIF, BCF, American Retirement Association CEO Brian Graff, Founder of Group Plan Systems, LLC Pete Swisher, ERISA attorney Thomas Clark, JD, LLM, and many other luminaries. Delegates met with congressional leaders and staff on closing the retirement plan coverage gap and future legislation to enhance worker retirement security. Already looking forward to next year's event!
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Looking for a financial planner but unsure where to start? Kiplinger offers five questions to guide your search: https://hubs.ly/Q02JhSf70
Five Next-Level Questions to Ask a Prospective Financial Planner
kiplinger.com
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A second federal court in Texas issued a stay on the Department of Labor’s Retirement Security Rule. What does this mean for the future of retirement advice? PLANADVISER reports: https://hubs.ly/Q02JhXgy0
Second US District Court Issues Stay of Retirement Security Rule | PLANADVISER
planadviser.com
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CITs are exploding in popularity within DC plans. A report from Cerulli Associates argues CITs are overtaking mutual funds in 401(k)s. What do you think? https://hubs.ly/Q02DC98p0
CITs Continue to Dominate in DC Plans, But Limitations Remain | PLANSPONSOR
plansponsor.com
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In the second quarter, U.S. economic growth remained resilient and equity markets responded with solid returns. Get full details – on inflation, consumer spending, the upcoming presidential election, and more – in our 2Q24 Market Commentary: https://hubs.ly/Q02HH8F50
RPA’s 2Q24 Market Commentary is Available | Retirement Plan Advisors
https://retirementplanadvisors.com
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On Friday, the IRS published a document proposing changes to SECURE 2.0 minimum distribution rules. Also included were final rules clarifying a new 10-year rule regarding RMD withdrawals and inheritance issues. Check out PLANADVISER's quick, helpful summary: https://hubs.ly/Q02HrFLR0
IRS Proposals Aim to Clarify SECURE 2.0 RMD Reforms | PLANADVISER
planadviser.com
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A recent study by Allianz revealed a surprising takeaway about Gen X: They regret not saving more for retirement. Read Investopedia's reporting to learn more about the study – and what you can do differently to feel more confident in your finances. https://hubs.ly/Q02DBW0l0
People in Their 40s and 50s Are Getting Nervous About Retirement
investopedia.com
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What does it take to be a strong plan committee? Documentation and flexibility, to name just two of the star qualities. Learn more from this article by PLANADVISER's Alex Ortolani, who interviewed experts at PLANSPONSOR's recent national conference. https://hubs.ly/Q02DB_pR0
Strong Plan Committees Have Documentation, Flexibility | PLANADVISER