While off-the-shelf target date funds (TDFs) provide reasonable asset allocation for the average plan participant, most plan participants are not “average”.
Read MoreUse RPA’s 2022 Tax Reference Guide as you prepare to file your taxes and firm up your financial plan for the year ahead.
Read MoreCheck out our latest market summary to get RPA’s perspective on the year behind us.
Read MoreFinancially, many of us associate the spring with taxes. But we should also associate December with important IRA deadlines. 2022, like 2021, will see a few changes and distinctions.
Read MoreIn 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.
Read MoreThe 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.
Read MoreRetirement Plan Advisors is pleased to share that the November issue of Advisors Magazine features a profile of our firm.
Read MoreOn October 13, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9% cost-of-living adjustment (COLA) for 2022.
Read MoreAs a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications for students to receive financial aid.
Read MoreThe National Association of Plan Advisors (NAPA) has announced their list of Top Defined Contribution (DC) Advisor Teams for 2020 – teams who improve the quality of DC retirement plan advice and build a more financially secure retirement for hardworking Americans. Retirement Plan Advisors (RPA) is proud to be recognized on this list.
Read MorePlease download our full white paper, and complete the form to receive future white papers and market updates from RPA.
Read MoreRetirement Plan Advisors (RPA) will host Trustee University virtually October 27-28, 2020. Trustee University is a biannual seminar for trustees of defined contribution retirement plans.
Read MoreThank you for keeping our communities running in a time of uncertainty.
Read MoreInvestors should remain calm, focus on the long term, and not deviate from your investment strategy in response to shorter-term market fluctuations.
Read MoreA new law in Pennsylvania will require school districts sponsoring certain retirement plans to use at least four service providers, which advisers say runs counter to best practices and will perpetuate an environment of higher record-keeping and investment-management fees.
Read MoreRetirement Plan Advisors (RPA) has appointed Robert Mangano to the newly created position Director – Client Relations. Rob is responsible for client engagement and improving plan participants’ retirement outcomes through consultative plan design.
Read MoreRPA 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.
Read MoreInstitutional Investor has appointed Joshua F. Schwartz, President of Retirement Plan Advisors (RPA), as Chairperson of their inaugural Retirement Plan Advisor Summit. The event, attended by C-Suite executives from the most innovative and important retirement plan advisory firms, will take place July 17 and 18 at the Park Hyatt Chicago.
Read MoreJoshua F. Schwartz, President of Retirement Plan Advisors (RPA), contributed industry insight to an October 2016 InvestmentNews article.
Read MoreRetirement Plan Advisors (RPA) Principal Zach Karas has been invited to join the Planning Committee for the National Association of Government Defined Contribution Administration (NAGDCA) 2017 Annual Conference.
Read MoreOctober 16-22 marks National Retirement Security Week (NRSW) 2016.
Read MoreThe United Kingdom’s decision to leave the European Union rattled equities markets and currency markets Friday. What should an investor do in its wake? Perhaps nothing at all.
Read MoreRetirement Plan Advisors, LLC (RPA) and York College of Pennsylvania will host the annual Human Resources (HR) Symposium. The 2016 event is scheduled to take place on campus in York, PA, June 8-10, and will host attendees from various regional higher education institutions.
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Typically the IRS, unless an exception applies, imposes a 10% early distribution tax on retirement plans.
Read MoreEric Mitchell received top industry honor from the National Association of Plan Advisors (NAPA)
Read MoreRPA Vice President Kenneth Mergen, Investment Advisor Representative, John McWatters, and MassMutual Retirement Education Specialist, Jane Burns, enjoy the shade of the RPA booth at The City of Trenton Employee Appreciation Day on July 24, 2015
Read MoreIn 2014, the Missouri General Assembly provided specific guidance on meeting your JCPER Trustee Education requirement.
Read MoreSixteen employees took to the streets of Montpelier for the 32nd Annual Vermont Corporate Cup Challenge and State Agency Race.
Read MoreNeed Help Satisfying Your State Of Missouri Mandatory Trustee Education Requirement?
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RPA recognizes the heroic efforts of Firefighter Brandon Hausbeck and Lt. Christopher McGowan, who were put to the test when their fire engine driver experienced a cardiac event while operating the apparatus.
Read MoreSaginaw Firefighter honored at annual event.
Read MoreThe Maryland Heights Fire District was recognized for actions taken at two major incidents.
Read MoreThe Village of Lindenhurst appointed Art Neubauer treasurer in 1963 and haven’t hired for the role since.
Read MoreBeloit police officers Jeff Loveland and Todd Dever will be honored with the Life Saving Award on April 28th at The Beloit Police and Fire Commission meeting. Officers Loveland and Dever are receiving the awards for heroic incidents in 2013.
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