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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. Learn More.

  • Calculators

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

PRODUCTS & SERVICES

Take the Next Step to a Better Future.
RPA Products and Services For Plan SponsorsFor Individuals
Save & Invest Even if Money Is Tight

If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start.

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The Snowball Effect

Have you been saving for retirement for a decade or more? In the foreseeable future, something terrific is likely to happen with your IRA or your workplace retirement plan account. At some point, its yearly earnings should begin to exceed your yearly contributions.

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RPA’s Josh Schwartz & Ken Mergen Named as Delegates to NAPA DC Fly-In Forum

RPA President Joshua F. Schwartz and Vice President – Group Retirement Plans Kenneth Mergen recently participated as delegates to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

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