Retirement Plan Advisors

  • Financial Services
  • Chicago IL
  • 45 employees
  • Financial Services
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Company Overview

Headquarters
105 W. Adams, Suite 2175, Chicago IL
Website
retirementplanadvisors.com
Phone
(312) 701-1100
Employees
45
Founded in
2000
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Retirement Plan Advisors

Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) located in Chicago, Illinois. The company employs 45 people and generates approximately $50 million in annual revenue. RPA specializes in providing comprehensive services for public sector deferred compensation and defined contribution plans. Their offerings encompass both plan-level and participant-level support, ensuring comprehensive coverage for their clients' retirement needs. RPA distinguishes itself by prioritizing fiduciary responsibility, acting as a trusted advisor and advocate for their clients. Clients seeking guidance on public sector deferred compensation and defined contribution plans can contact Retirement Plan Advisors at 29 E. Madison St., Suite 500, Chicago, IL 60602, or by phone at 312.701.1100. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.

Company Leadership

Joshua Schwartz

RPA Founding President

Phone Email
Mark Mitchell

Owner

Phone Email
Dan Dodd

Owner

Phone Email
Zachary Karas

Partner/Principal

Phone Email

Retirement Plan Advisors Industry Tags

Defined Contribution Plans
Independent Investment Advice
Retiree Healthcare Solutions
Public Sector Expertise
Retirement Solutions
401(A)
403(B)
Group Retirement Plans
Fiduciary Services
Retirement Plan Design and Implementation
Retirement Counseling and Financial Planning
B2C
Financial Services
Financial Advisory Services
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50M 13 Henderson, NV 1995
50M 8 2017
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FAQ

What is the location of Retirement Plan Advisors's headquarters?
The headquarters of Retirement Plan Advisors are situated at 105 W. Adams, Suite 2175, Chicago IL
What is Retirement Plan Advisors's phone number?
Retirement Plan Advisors's contact number is (312) 701-1100.
What is Retirement Plan Advisors's official website?
The official website of Retirement Plan Advisors can be found at retirementplanadvisors.com.
What is Retirement Plan Advisors's current revenue?
As of February 2015, Retirement Plan Advisors's annual revenue reached $50B.
How many employees does Retirement Plan Advisors currently have?
Retirement Plan Advisors employs approximately 45+ people as of February 2015
Which industries is Retirement Plan Advisors primarily operating in?
Retirement Plan Advisors operates in the following industries: Finance, Credit
Who is the RPA Founding President of Retirement Plan Advisors?
Retirement Plan Advisors's RPA Founding President is Joshua Schwartz
What are Retirement Plan Advisors's industry tags?
Retirement Plan Advisors's industry tags include: Defined Contribution Plans, Independent Investment Advice, Retiree Healthcare Solutions
When was Retirement Plan Advisors founded?
Retirement Plan Advisors was founded in 2000.

Employee Directory

Key Employees

Ken Mergen

President

Phone Email

Dan Harden

Financial Advisor

Phone Email

Christopher McGrath

COO, Principal

Phone Email

Caitlin Cunningham

Vice President of Marketing & Communications

Phone Email

Sarah McKinzie

Group Plans Operations Specialist

Phone Email