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

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.

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RPA President Josh Schwartz to Chair Institutional Investor’s Retirement Plan Advisor Summit

Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights 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.

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Retirement Plan Advisors’ Zach Karas Joins 2017 NAGDCA Planning Committee

RPA Principal to join defined contribution plan sponsors in organizing annual event 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.

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Retirement Plan Advisors & York College of Pennsylvania Host Retirement Planning Success Event

RPA to present at the college’s Human Resources Symposium June 8-10 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.

 

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Napa Recognizes Eric Mitchell In Top 50 Under 40

Association names Mitchell as one of nation’s foremost ‘Young Gun’ retirement plan advisors March 14, 2016

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

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Retirement Plan Advisors Welcomes Higher Education Client, Cairn University

Cairn University Adopts SponsorPlus November 19, 2015

Retirement Plan Advisors (RPA) has partnered with Cairn University to provide comprehensive plan and participant advisory services for their retirement plan.  Cairn University implemented SponsorPlus and PortfolioPlus, RPA’s proprietary fiduciary and advisory programs.

 

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Spirit of Cambridge Award Presented to RPA’s Mark Mitchell

RPA’s Mark Mitchell recognized for client service and commitment to core values September 10, 2015

Cambridge Investment Research, Inc. (Cambridge), one of the nation’s top-tier independent broker-dealers, announced it has awarded RPA advisor Mark Mitchell the Spirit of Cambridge Award for 2015. Mark was recognized on stage during Cambridge’s annual Ignite conference held in Washington, D.C.

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RPA Partners With BUILD Chicago For Summer Internship Program

Six Week Program Helps Youth Gain Professional Work Experience August 14, 2015

Retirement Plan Advisors (RPA) recently partnered with BUILD Chicago (Broader Urban Involvement & Leadership Development) to provide a summer employment experience in a professional environment for at-risk youth in Chicago.

 

 

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RPA Hosts 2nd Annual Defined Contribution Retirement Plan Committee Seminar

Seminar Helps Committee Members Satisfy MO Trustee Education Requirement June 4, 2015

Retirement Plan Advisors (RPA), recently hosted its second annual Defined Contribution Retirement Plan Committee Seminar in Clayton, MO on April 21, 2015.

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RETIREMENT PLAN ADVISORS A FEATURED PRESENTER AT GFOA NJ CONFERENCE

RPA Introduces SponsorPlus to Conference Attendees May 26, 2015

Retirement Plan Advisors (RPA) recently participated as a featured presenter at the spring conference of the Government Finance Officers Association of New Jersey.

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RETIREMENT PLAN ADVISORS LAUNCHES SPONSORPLUS

Fiduciary Support for Plan Sponsors Managing Retirement Plans March 18, 2015

Retirement Plan Advisors (RPA) announced the launch of its new SponsorPlus consulting program, a fiduciary and investment advice service for employer-sponsored retirement plans.

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RETIREMENT PLAN ADVISORS LAUNCHES NEW PORTFOLIOPLUS MODEL

Aggressive Equity Model Provides Investors Additional Market Opportunity February 19, 2015

Retirement Plan Advisors (RPA) announced the launch of an Aggressive Equity model for their group retirement plan managed account option, PortfolioPlus.

 

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Maryland Heights Firefighters Honored

Maryland Heights, MO June 3, 2014

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

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Lindenhurst, Il, Treasurer Celebrates 50 Years

Lindenhurst, IL May 29, 2014

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

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City Hall To Honor Beloit, Wi Police Officers

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.

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RPA CLIENT WINS NATIONAL TEACHING AWARD

Janesville, WI March 20, 2014

Milton Northside Intermediate School teacher and RPA client Cathy Fernan received the Presidential Teaching Award for Excellence in Mathematics and Science Teaching in December of 2013.

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RPA NAMES KENNETH MERGEN VP OF GROUP RETIREMENT PLANS

Chicago, IL February 24, 2014

Retirement Plan Advisors (RPA) has appointed Kenneth Mergen as Vice President – Group Retirement Plans. He is responsible for supporting RPA’s field effort including new retirement plan acquisitions, financial advisor training, and strategic planning.

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RPA NAMES ZACHARY KARAS AS PRINCIPAL

Chicago, IL February 14, 2014

Retirement Plan Advisors (RPA) has promoted Zachary Karas to a Principal of the firm. Karas joined RPA in 2009 as Vice President – Group Retirement Plans. He is a member of the firm’s Executive Committee, and will continue to support RPA’s field effort including new retirement plan acquisitions, financial advisor training and strategic planning.

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ST. CHARLES COUNTY (MO) IS ALL IN 4 LIFE.

St. Peters, MO January 31, 2014

St. Charles County Paramedic Association to hold 4th Annual Charity Tournament benefiting Cardinal Glennon Children’s Foundation and St. Charles County EMS Outreach on March 22, 2014.

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RPA NAMES ZACHARY KARAS VP OF GROUP RETIREMENT PLANS

Chicago, IL June 28, 2013

Retirement Plan Advisors (RPA) has appointed Zachary Karas as Vice President – Group Retirement Plans. “Zach exemplifies the integrity, commitment and respect for our clients that is the hallmark of RPA. We are proud to have him as a partner and a key part of the our team,” said RPA President Joshua Schwartz.

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RPA SALUTES WAYNE COUNTY’S LORENZO MONER

Chicago, IL June 10, 2013

Retirement Plan Advisors (RPA) is proud to recognize Lorenzo Moner, Chairman, Wayne County (MI) Employee Retirement Systems in a special “We Salute” section on the new RPA website. RPA has developed this special section to recognize the work of outstanding individuals or organizations who help keep our communities strong.

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