Retirement Plan Advisors

THE FUTURE

It’s as simple as having a cup of coffee with a good friend.

Retirement Plan Advisors specializes in retirement planning for the hardworking people who make our communities work. We speak public sector retirement and are fluent in the details of governmental deferred compensation and defined contribution plans.

Unbiased Solutions for plan sponsors

As an Independent Registered Investment Adviser, we provide plan design, onsite employee education and investment advisory services to public sector retirement plans. We stand with you as a fiduciary on your plan, providing even the smallest communities with the same high-quality retirement plans and advice found on Wall Street. And our level of personal service to you and your employees is unheard of in the industry.

Face-to-face Retirement Planning for individuals

Our financial advisors provide retirement counseling and unbiased investment advice – in person – to help you achieve your retirement goals. And we never go away. Year after year, we meet with you to review your retirement plan and help navigate the little surprises life hands you along the way.

With Retirement Plan Advisors – the future is better than you think.

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  • WHO WE SERVE

    RPA specializes in serving public sector employees who live and work in communities throughout the country — police officers, firefighters, public works employees, teachers, librarians, management and administrative staff.

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  • Your Road to Retirement

    We will be with you on your road providing counseling and unbiased investment advice.
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  • Calculators

    No one ever wishes they saved less for retirement. Find out how much you need to retire. Use our calculators

Cambridge Stronger Podcast Features RPA President Josh Schwartz

In his book Good to Great, Jim Collins wrote that successful organizations drive growth by first, “getting the right people on the bus and ensuring they are in the right seat.”

One person that has done this extremely well is Josh Schwartz, the Founding President of Retirement Plan Advisors (RPA) in Chicago.

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IRS Announces 2022 Retirement Plan Contribution Limits

The contribution limit for employees who participate in 457(b) and 403(b) plans, and the federal government’s Thrift Savings Plan, will increase from $19,500 to $20,500.

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Financial Planning for Those Who Make Our Communities Work

Retirement Plan Advisors is pleased to share that the November issue of Advisors Magazine features a profile of our firm.

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