Insights

Public sector focus RPA specializes in public sector deferred compensation and defined contribution plans, presenting a clear upsell path to clients needing fiduciary-grade advisory services and customized plan-level and participant-level support.

Fiduciary positioning As a fiduciary for all provided advice, RPA can leverage trust signals to cross-sell comprehensive investment consulting, plan design optimization, and ongoing governance services to asset managers seeking compliant, high-integrity advisory partners.

Strategic partnerships Recent collaborations with Stadion Money Management and EPIC Retirement Plan Services indicate openness to asset-management integrations and participant personalization platforms, suggesting opportunities to propose bundled solutions and co-marketing efforts.

Growth footprint With 51-200 employees and reported revenue between 50 and 100 million, RPA demonstrates scale and capability to onboard mid-to-large public-sector plans, making a compelling target for larger plan migrations, RFP partnerships, and expanded service menus.

Leadership expansion New hires such as a Director of Client Relations signal emphasis on client experience and retention, offering a door to propose enhanced service level agreements, client success programs, and additional advisory resources to deepen wallet share.

Similar companies to Retirement Plan Advisors

Retirement Plan Advisors Tech Stack

Retirement Plan Advisors uses 8 technology products and services including gstatic.com, Cloudflare, Twemoji, and more. Explore Retirement Plan Advisors's tech stack below.

  • gstatic.com
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Microsoft
    Miscellaneous
  • reCAPTCHA
    Security
  • Piwik
    System Analytics & Monitoring

Retirement Plan Advisors's Email Address Formats

Retirement Plan Advisors uses at least 1 format(s):
Retirement Plan Advisors Email FormatsExamplePercentage
FLast@retirementplanadvisors.comJDoe@retirementplanadvisors.com
100%

Frequently Asked Questions

What is Retirement Plan Advisors's phone number?

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You can contact Retirement Plan Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Retirement Plan Advisors's official website and social media links?

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Retirement Plan Advisors's official website is retirementplanadvisors.com and has social profiles on LinkedIn.

How much revenue does Retirement Plan Advisors generate?

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As of July 2026, Retirement Plan Advisors's annual revenue is estimated to be $50M - $100M.

What is Retirement Plan Advisors's NAICS code?

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Retirement Plan Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Retirement Plan Advisors have currently?

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As of July 2026, Retirement Plan Advisors has approximately 72 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: M. F.President: J. D.President: T. K.. Explore Retirement Plan Advisors's employee directory with LeadIQ.

What industry does Retirement Plan Advisors belong to?

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Retirement Plan Advisors operates in the Financial Services industry.

What technology does Retirement Plan Advisors use?

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Retirement Plan Advisors's tech stack includes gstatic.comCloudflareTwemojijQuery MigrateHubSpotMicrosoftreCAPTCHAPiwik.

What is Retirement Plan Advisors's email format?

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Retirement Plan Advisors's email format typically follows the pattern of FLast@retirementplanadvisors.com. Find more Retirement Plan Advisors email formats with LeadIQ.

When was Retirement Plan Advisors founded?

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Retirement Plan Advisors was founded in 2000.
Retirement Plan Advisors logo

Retirement Plan Advisors

Financial ServicesIllinois, United States51-200 Employees

Retirement Plan Advisors (RPA) is a federally registered investment adviser in the financial services industry that specializes in public sector deferred compensation and defined contribution plans. The firm provides both plan-level and participant-level advisory services and acts as a fiduciary for its recommendations. Its office of supervisory jurisdiction is located at 29 East Madison Street, Suite 500, Chicago, IL 60602. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, and Retirement Plan Advisors, LLC provides investment advisory services as a federally registered adviser, with Cambridge as a partial owner of Retirement Plan Advisors, LLC. The company employs between 51 and 200 people and reports revenue in the range of $50 million to $100 million; in 2022 it announced partnerships with Stadion Money Management and EPIC Retirement Plan Services, as well as with Epic1st, to expand asset management and participant personalization.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Retirement Plan Advisors's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Retirement Plan Advisors's revenue is estimated to be in the range of $50M - $100M

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