Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. You don't need more work. You need RPA.

Office of Supervisory Jurisdiction: 29 E. Madison St., Suite 500, Chicago, IL 60602 • 312.701.1100. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC. 

Investment Management

Retirement

Retirement Plan Advisors

Retirement Plan Advisors' headquarters in Chicago, IL, United States

Joshua Schwartz

Miriam McCann

Christopher McGrath

T.j. Kistner Cfa, Caia

Alisa Thompson

Caitlin Cunningham

The Marketing and Client Support team at Retirement Plan Advisors focuses on promoting the company’s services and enhancing client relationships. Their responsibilities include developing marketing strategies, managing communications, providing responsive client support, and ensuring seamless proposal and reporting processes. This team plays a key role in conveying RPA's fiduciary commitment while facilitating valuable interactions with clients and prospects.

Marketing and Client Support

The Leadership Team at Retirement Plan Advisors is responsible for setting the strategic direction of the company, ensuring compliance with regulatory standards, and fostering a culture of fiduciary responsibility. This team, which includes the President, Vice President of Marketing & Communications, Chief Investment Officer, and COO, collaborates to enhance service delivery and drive growth while prioritizing the best interests of clients in managing their retirement plans.

Leadership Team

The Operations and Administrative Support team at Retirement Plan Advisors plays a crucial role in ensuring the smooth functioning of daily operations. They manage plan administration tasks, coordinate communications, and provide essential support to both clients and internal teams, ensuring that all processes run efficiently and adhere to regulatory standards. Their efforts contribute to enhancing client satisfaction and supporting fiduciary responsibilities.

Retirement Plan Advisors

Org chart

Teams

Marketing and Client Support

Leadership Team

Operations and Administrative Support

Offices

Retirement Plan Advisors

Org chart

Teams

Marketing and Client Support

Leadership Team

Operations and Administrative Support

Offices

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