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

Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights | June 26, 2018

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.

Schwartz brings 29 years of group retirement plan experience to his role as Chairperson. He will deliver a welcome address to attendees, introduce all sessions, and moderate a live polling session. Session formats include case studies, expert perspectives, opinions, discussion tables, and workshops. Topics to be addressed fall within four major categories: plan design, practice management, investment solutions, and market insights.

“We are honored to have Josh as our Chairperson for this important event,” said Steven Olson, Managing Director at Institutional Investor. “The role is essential to ensuring that our audience of 70 individually selected financial advisors and the small group of eight providers which have been invited to support the event receive the maximum educational experience in return for the gift of their time and active participation.”

“It’s so important to get together with fellow retirement plan advisory firm leaders,” Schwartz said. “The world we work in is constantly changing. This conference is an opportunity to share challenges, successes, and new ideas. I’m honored to chair this year’s Retirement Plan Advisor Summit, fostering discussion to help improve the retirement outcomes of American workers.”

A federally Registered Investment Adviser, Retirement Plan Advisors (RPA) specializes in providing plan design, consulting services, and investment advice to public sector employers and employees. The firm currently serves more than 650 governmental defined contribution and deferred compensation retirement plans with $4 billion in plan assets. RPA is headquartered in Chicago and has five satellite offices across the country.

Institutional Investor is a leading international business-to-business publisher, focused primarily on international finance. It publishes premium journalism, newsletters, and research. It also runs conferences, seminars, and training courses and is a provider of electronic business information through its capital market databases and emerging markets
information service.

Over the past 25 years, Institutional Investor has developed deep expertise within the defined contribution industry and built enduring relationships with the largest plan sponsors across the country. More recently, it has created similarly elite memberships, conferences, and content for the flourishing independent registered investment adviser community. Building on the success of these endeavors, the next step was clear: to create a unique, elite conference for retirement plan advisors – the critical group that meets at the intersection of the retirement planning and financial advisor populations.