Joshua F. Schwartz, AIF®, President

Joshua F. Schwartz, President, is a founding Principal of Retirement Plan Advisors. He leads the firm’s dynamic approach to plan design, investment advisory, and participant services for 457(b), 401(a), 403(b), and retirement health care funding offerings, with an emphasis on driving positive, measurable impacts on participant retirement outcomes. He serves on RPA’s Investment Committee, and is actively engaged in growing the business.

Josh has been serving the public sector wholeheartedly since 1989. He has held various roles throughout his career, bringing extensive experience overseeing plan design, investment menu selection, RFP processes, internal back-office operations, compliance, and personnel management. As Regional Director of Nationwide’s Government Retirement Division, he led a team responsible for the day-to-day operations of over 175 public sector retirement plans ranging from under $1 million to over $1 billion in assets.

Josh co-founded RPA in 2000, with the goal of helping working Americans who have dedicated their lives to public service plan for a financially secure retirement. The firm continues to offer public sector employers and their employees the opportunity to work with an independent registered investment adviser (RIA) to better address their retirement needs. In 2013, Josh became RPA’s President.

Within the industry, Josh is a recognized voice on financial literacy and investor education. He frequently leads speaking engagements with public sector, finance, and business officer associations on topics including plan design best practices, investment solutions, behavioral economics, and retiree health care funding.

Josh is a longtime member of the National Association of Government Defined Contribution Administrators (NAGDCA), where over the years he has moderated sessions, participated on panels, and led breakout sessions. He is an active member of the National Association of Plan Advisors (NAPA), including NAPA’s DC Fly-In Forum, where he supports industry lobbying efforts on important legislation affecting retirement plans. Josh is also active with the Institutional Investor Institute for Defined Contribution, periodically serving on their Advisory Board and having chaired the Summer 2018 DC Conference in Chicago.

Additionally, Josh serves on the Diversity, Equity, and Inclusion Advisory Council for Cambridge Investment Research, Inc., a leading national financial solutions firm.

Josh is a graduate of the University of Chicago, a licensed registered representative with FINRA since 1987, and a registered principal since 1998. He holds FINRA Series 6, 26, 63, and 65 registrations and is an Accredited Investment Fiduciary (AIF®).

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