Josh Schwartz, Ken Mergen, and Brett Pendleton assume new titles and functions. To support the firm’s ongoing growth and future direction, Retirement Plan Advisors proudly announces key leadership updates. Click here to read the full press release.
Whether you’re preparing for retirement or already enjoying it, there are several key birthdays that can meaningfully impact your financial future. We invite you to spend a few minutes with RPA’s Birthday Milestones guide. No matter what age greets you this year, RPA...
It’s that time of year again – tax time. RPA invites you to use our annual Tax Guide, designed to help you prepare filings and finalize financial plans. Contact your RPA Financial Advisor with any...
Resolve to save more this year! 457(b), 403(b), and Thrift Savings Plans The contribution limit for employees who participate in a 457(b) plan, 403(b) plan, or the federal government’s Thrift Savings Plan is $23,000 in 2024 (up from $22,500 in 2023). Catch-Up...
The annual award celebrates recipients’ contributions to the firm’s culture, values, and service. Each year Cambridge Investment Research, Inc. (CIR) recognizes financial professionals and home office associates who exemplify the firm’s core values – integrity,...
