Network·Venture Capital
📍 CHICAGO, IL
SEC CRD #801-63261
Retirement Plan Advisors 877.284.6837 v e r t a o o Facebook Facebook Select Page Employer-sponsored retirement plan specialists Our Promise With RPA, the future is better than you think. We are an independent registered investment adviser dedicated to helping employers improve employee retirement outcomes. We stand with our clients as a fiduciary, providing high-touch personal service. A Partner for Plan Sponsors 3(21) & 3(38) Fiduciary Services Onsite Financial Planning for Individuals You don’t need more work. You need RPA. Plan Design Implementation We review your retirement program, discuss your objectives, and present what’s available in the marketplace. Ultimately we work closely with you to design and implement a best-practices plan that suits your organization and participant base. Onsite Participant Services We have been delivering participant enrollment, guidance, and advisory services in a fiduciary capacity since our inception. Our experience confirms that combining personalized investment advice and access to a trusted financial professional positively influences investor behavior. Recordkeeper Search Plan Oversight We oversee your plan recordkeeper on an ongoing basis, monitoring your plan’s health, costs, and compliance. We offer fee benchmarking, comprehensive RFP/Q/I, and fee negotiation services. Investment Solutions for Working Americans Our personalized asset accumulation and income-generating investment solutions factor in a client’s unique circums
MATTHEW FRANK
CCO
📞 (312) 701-1100
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AUM
$3.5B
Location
CHICAGO, IL
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