Joshua F. Schwartz, President, is a founding Principal of Retirement Plan Advisors and serves on the firm’s Investment Committee. Josh is responsible for design of the firm’s 457, 401(a), 403(b), and retirement healthcare funding plan services and offerings.
Josh began a long history of serving public sector employees and their families after graduating from The University of Chicago in 1987. He began his public sector career as a field enroller and financial educator working directly with plan participants, helping them meet their retirement goals. He held a number of roles, including Managing Director, where he was responsible for the day-to-day operations of over 175 public sector retirement plans ranging from under $1 million in assets to over $1 billion in assets. He has extensive experience monitoring and overseeing the management of field representatives, office personnel, and internal back-office operations. He also oversaw RFP processes, plan design, investment menu selection, and compliance issues.
In 2000, Josh co-founded RPA with the goal of offering public sector employers and their employees the option of working with an independent Registered Investment Adviser (RIA) to better address their retirement benefit needs.
Today, RPA is among the country’s leading independent public sector service providers, with more than 650 governmental clients. Within the industry, Josh has become a recognized voice on financial literacy and investor education. He leads frequent speaking engagements with public sector, finance, and business officer associations on topics including plan design, benefit maximization, and retiree healthcare funding issues.
Josh has been licensed as a registered representative with FINRA (formerly the NASD) since 1987, and a registered principal since 1998. He is affiliated with an RIA. Josh holds FINRA Series 6, 26, 63, and 65 registrations and is licensed to offer life, accident and health insurance, and variable contracts. He is also an Accredited Investment Fiduciary (AIF).
Josh is actively involved with a variety of political, civic, and charitable institutions.
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