Insights

Expanding Partnership Network Retirement Plan Advisors recently partnered with Stadionmoney and Epic1st, indicating an openness to collaborations that enhance asset management and participant personalization services, presenting opportunities for additional specialized partnership offerings.

Focus on Public Sector Specializing in public sector deferred compensation and defined contribution plans positions RPA as an ideal partner for government entities and public sector organizations seeking fiduciary advisory and plan management services.

Strong Market Presence With an estimated revenue range of $50 to $100 million and a dedicated team of up to 200 employees, RPA demonstrates significant market stability and growth potential, making it an attractive target for tailored financial technology or service solutions.

Innovative Tech Stack Utilization of tools like Google Maps, Google Tag Manager, and Piwik indicates a focus on digital engagement and analytics, suggesting opportunities to enhance client experience and data-driven decision-making through advanced fintech integrations.

Leadership and Client Relations The appointment of a dedicated Director of Client Relations underscores a commitment to personalized service and client engagement, opening opportunities for CRM solutions or client communication platforms to further improve relationship management.

Similar companies to Retirement Plan Advisors

Retirement Plan Advisors Tech Stack

Retirement Plan Advisors uses 8 technology products and services including Usercentrics, Open Graph, jQuery, and more. Explore Retirement Plan Advisors's tech stack below.

  • Usercentrics
    Consent Management
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Google Maps
    Maps
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management

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
50%
FLast@retirementplanadvisors.comJDoe@retirementplanadvisors.com
50%

Frequently Asked Questions

Where is Retirement Plan Advisors's headquarters located?

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Retirement Plan Advisors's main headquarters is located at 29 E. Madison St., Suite 500, Chicago, IL 60602, US. The company has employees across 2 continents, including North AmericaEurope.

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.

What is Retirement Plan Advisors's SIC code NAICS code?

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Retirement Plan Advisors's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Retirement Plan Advisors have currently?

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As of October 2025, Retirement Plan Advisors has approximately 65 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: C. D.Chief Compliance Officer: M. F.President: K. M.. 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 UsercentricsOpen GraphjQueryjQuery MigrateLightboxGoogle MapsPiwikGoogle Tag Manager.

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

Financial ServicesUnited States51-200 Employees

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.

Section iconCompany Overview

Headquarters
29 E. Madison St., Suite 500, Chicago, IL 60602, US
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
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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