April 7, 2022

While off-the-shelf target date funds (TDFs) provide reasonable asset allocation for the average plan participant, most plan participants are not “average”.

January 31, 2022

Use RPA’s 2022 Tax Reference Guide as you prepare to file your taxes and firm up your financial plan for the year ahead.

January 19, 2022

Check out our latest market summary to get RPA’s perspective on the year behind us. 

December 21, 2021

Financially, 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.

November 15, 2021

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.

November 5, 2021

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.

October 20, 2021

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

October 15, 2021

On 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.

September 7, 2021

As 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.

March 22, 2021

The 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.

November 17, 2020

Please download our full white paper, and complete the form to receive future white papers and market updates from RPA.

October 20, 2020

Retirement 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.

April 27, 2020

RPA’s latest Market Outlook is now available.

March 23, 2020

Thank you for keeping our communities running in a time of uncertainty.

February 28, 2020

Investors should remain calm, focus on the long term, and not deviate from your investment strategy in response to shorter-term market fluctuations.

June 14, 2019

A 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.

May 15, 2019

Retirement 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.

July 30, 2018

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.

June 26, 2018

Institutional 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.

November 9, 2016

Joshua F. Schwartz, President of Retirement Plan Advisors (RPA), contributed industry insight to an October 2016 InvestmentNews article.

November 1, 2016

Retirement 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.

October 4, 2016

October 16-22 marks National Retirement Security Week (NRSW) 2016.

June 28, 2016

The 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.

May 17, 2016

Retirement 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.

April 1, 2016

Typically the IRS, unless an exception applies, imposes a 10% early distribution tax on retirement plans.

March 14, 2016

Eric Mitchell received top industry honor from the National Association of Plan Advisors (NAPA)

September 21, 2015

RPA 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

September 15, 2015

In 2014, the Missouri General Assembly provided specific guidance on meeting your JCPER Trustee Education requirement.

June 17, 2015

Sixteen employees took to the streets of Montpelier for the 32nd Annual Vermont Corporate Cup Challenge and State Agency Race.

February 25, 2015

Need Help Satisfying Your State Of Missouri Mandatory Trustee Education Requirement?

February 3, 2015

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.

October 22, 2014

Saginaw Firefighter honored at annual event.

Maryland Heights, MO June 3, 2014

The Maryland Heights Fire District was recognized for actions taken at two major incidents.

Lindenhurst, IL May 29, 2014

The Village of Lindenhurst appointed Art Neubauer treasurer in 1963 and haven’t hired for the role since.

Beloit, WI April 28, 2014

Beloit 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.