Here’s how industry leaders predict the next administration will impact retirees. From U.S. News & World Report: https://hubs.ly/Q02Z3mlN0
Retirement Plan Advisors
金融服务
Chicago，IL 761 位关注者
We are an independent registered investment adviser specializing in employer-sponsored retirement plans.
关于我们
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.
- 网站
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https://www.retirementplanadvisors.com
Retirement Plan Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Chicago，IL
- 类型
- 私人持股
- 创立
- 2000
- 领域
- 457(b) Plans、401(a) Plans、403(b) Plans、Deferred Compensation Plans、Defined Contribution Plans、Group Retirement Plans、Public Sector、Government、Fiduciary Services、Independent Investment Advice、Retirement Plan Design、Retirement Counseling、Financial Planning、Retiree Healthcare和Registered Investment Adviser
地点
Retirement Plan Advisors员工
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James D "Jim" Ray
Regional Director at Retirement Plan Advisors
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Caitlin Cunningham
Vice President, Marketing and Communications at Retirement Plan Advisors
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Michael E. Callahan, FSPA, EA, CPC, RMA
Principal, Retirement Plan Advisory Services, LLC.
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Matt Martin,CFP ?
CERTIFIED FINANCIAL PLANNER ? professional and Regional Director at Retirement Plan Advisors
动态
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Are you overpaying for subscription services? According to a recent study by CNET, the average American spends $91 each month in recurring charges. https://hubs.ly/Q02XPvBh0
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As people age, their situations start to diverge based on life events, savings behaviors, and more, points out David Blanchett at PLANSPONSOR. Research shows how advice and recommendation needs also are likely to become increasingly varied: https://hubs.ly/Q02WnwJG0
Accumulating Differences: Why Personalization Matters More for Older Investors | PLANSPONSOR
plansponsor.com
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A new MissionSquare Retirement survey reports the majority of public sector workers are concerned they may not have enough money to last through their retirement, indicating they lack confidence in their employer-sponsored plans in addition to their savings. Read more from PLANSPONSOR: https://hubs.ly/Q02WnHL00
Public Sector Employees Fear Having Insufficient Funds in Retirement | PLANSPONSOR
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Kiplinger's Gaby Mechem recommends focusing on these five critical areas when planning for your retirement: tax, income, medical, legacy, and investment. Learn more: https://hubs.ly/Q02WnHgS0
Focus on These Five Critical Areas in Retirement Planning
kiplinger.com
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Be honest: Do you check your work email while on PTO? If so, you’re in the 49% of people who admit to doing so. Read on for more insights into how Americans use their PTO, from Empower: https://hubs.ly/Q02WnFvB0
Pursuit of PTO: Half of Americans feel tied to their emails on vacation
empower.com
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At the WorldPensionSummit this week, CEO of APG Annette Mosman used her keynote address to call attention to the gender pension gap, especially as we enter the longevity economy: By 2050, more than 2 billion of the 8 billion people on the planet will be over the age of 60. "We need … both men and women, and I think especially people ... who are trained and skilled to think about future concepts, to think about pension income,” she said. Read more, from Pensions & Investments: https://hubs.ly/Q02XprqV0
WorldPensionSummit 2024 Live Blog
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Health insurance open enrollment started Nov. 1. With healthcare costs on the rise, writes Laura Petrecca at Kiplinger, it’s critical to select a plan that fits your needs at the right price: https://hubs.ly/Q02Wntdh0
Your Guide to Open Enrollment and Health Insurance for 2025
kiplinger.com
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ICYMI: We released our 3Q Market Commentary video last week. RPA CIO T.J. Kistner, CFA, CAIA breaks down third-quarter happenings and what they might mean moving forward. Thanks for watching!