What departments does Retirement Plan Advisors have?

Retirement Plan Advisors has employees across 6 departments including Finance, Legal, Customer Success, Banking, Accounting.

What is the largest department at Retirement Plan Advisors?

The largest department at Retirement Plan Advisors is Banking with 4 employees.

Where are Retirement Plan Advisors employees located globally?

Retirement Plan Advisors has employees across 2 continents and 2 countries including Poland, United States Of America.

How has Retirement Plan Advisors's team size changed over time?

Retirement Plan Advisors's team has decreased from approximately 54 to 33 employees based on available data.

Retirement Plan Advisors Employee Directory

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.

Retirement Plan Advisors Global Highlights

North America
120

United States Of America
120

Europe
1

Poland
1

Retirement Plan Advisors's Leadership

M. F.
Chief Compliance Officer
Mobile Phone
Email
J. D.
President
Mobile Phone
Email
T. K.
President
Mobile Phone
Email
D. D.
Owner And Certified Financial Planner
Mobile Phone
Email
D. A.
Partner, Financial Advisor, Cpa
Mobile Phone
Email
L. T.
Partner, Financial Advisor, Cpa
Mobile Phone
Email
R. L.
Vice President
Mobile Phone
Email
D. D.
Director - Group Retirement Plans
Mobile Phone
Email

Retirement Plan Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Branding
Community & Social Services
Finance
Other
Accounting

Contact profiles from Retirement Plan Advisors

Name

Title

Contact Info

Location

Last Update

D. D.
Owner And Certified Financial Planner
Mobile Phone
Email
Jun 08, 2026
D. A.
Partner, Financial Advisor, Cpa
Mobile Phone
Email
Oct 22, 2024
J. D.
President
Mobile Phone
Email
Oct 18, 2024
L. T.
Partner, Financial Advisor, Cpa
Mobile Phone
Email
Aug 28, 2024
M. F.
Chief Compliance Officer
Mobile Phone
Email
Aug 30, 2024
T. K.
President
Mobile Phone
Email
Jun 08, 2026
R. L.
Vice President
Mobile Phone
Email
Oct 17, 2024
D. D.
Director - Group Retirement Plans
Mobile Phone
Email
Apr 16, 2026
B. C.
Director Of Client Services
Mobile Phone
Email
Oct 23, 2024
J. C.
Regional Director
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Retirement Plan Advisors known for?

Retirement Plan Advisors was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-312-701-****

. Explore Retirement Plan Advisors's company overview page for more information.

What is Retirement Plan Advisors's most common email format?

Retirement Plan Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Retirement Plan Advisors email formats with LeadIQ.

How many employees does Retirement Plan Advisors have currently?

Retirement Plan Advisors has approximately 72 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Retirement Plan Advisors's key employees and leadership?

As of July 2026, Retirement Plan Advisors's key employees include:

Chief Compliance Officer: M. F.
President: J. D.
President: T. K.
Owner And Certified Financial Planner: D. D.
Partner, Financial Advisor, Cpa: D. A.

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Retirement Plan Advisors Employee Directory

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