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.Read More
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.Read More
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.Read More
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.
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.
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.Read More
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.
Retirement Plan Advisors (RPA), recently hosted its second annual Defined Contribution Retirement Plan Committee Seminar in Clayton, MO on April 21, 2015.Read More
Retirement Plan Advisors (RPA) recently participated as a featured presenter at the spring conference of the Government Finance Officers Association of New Jersey.Read More
Retirement Plan Advisors (RPA) announced the launch of its new SponsorPlus consulting program, a fiduciary and investment advice service for employer-sponsored retirement plans.Read More
Retirement Plan Advisors (RPA) announced the launch of an Aggressive Equity model for their group retirement plan managed account option, PortfolioPlus.
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.Read More
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.Read More
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.Read More
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.Read More
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.Read More