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YOUR RETIREMENT matters

In fact, it matters so much that RPA provides in-person retirement planning and advice. And not just a one-time visit when you enroll in your employer-sponsored retirement plan, but an ongoing, personal relationship. Year after year, we meet with you to review your retirement goals and investment strategy to help you plan your future financial security.

Our public sector focus underscores our profound commitment and understanding of the people who make our communities work. We never forget the person sitting across the table is depending on us to protect their hard-earned retirement.

The Road to Retirement

  • PortfolioPlus

    We lose sleep sweating the details that impact your retirement –  so you don’t have to. PortfolioPlus, our optional managed account program, is specifically designed for public sector employees.

    With PortfolioPlus, we:

    • Identify your risk tolerance
    • Recommend a portfolio
    • Select your investment options
    • Provide ongoing active account management while managing risk

     

    Click here to get started

  • Retirement planning and Financial Advice

    The current economic environment is complicated. Managing your investments and planning for retirement is not for beginners. And you only have one chance to get it right.

    RPA is an independent firm: we don’t work for the investment providers, we work for you. Our team of seasoned financial advisors delivers unbiased advice and custom solutions.

    Give us a call: 877.284.6837

COMPREHENSIVE FINANCIAL SERVICES

On the road to retirement there are many detours, such as purchasing a home or sending children to college. Even after you retire, you face the challenge of managing your savings to last 20, 30, even 40 years. Retirement Plan Advisors provides a comprehensive range of financial services and products to help you navigate the road to retirement and beyond. Learn more

The Case for Women Working Past 65

The median retirement age for an American woman is 62. The Federal Reserve says so in its most recent Survey of Household Economics and Decisionmaking (2017). The age when seniors first become eligible for Social Security retirement benefits is 62.

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

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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College Funding Options

How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider.

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