The Retirement Plan Advisor Institute (RPAI), an esteemed private membership organization, caters to the most reputable retirement plan advisor firms (RPA), premier fund manager firms, and service providers within the retirement landscape. Our paramount objective is to assemble the foremost plan advisors from across North America, orchestrating intellectually stimulating roundtable discussions that foster profound contemplation.
By curating purposeful collaborative environments, we adeptly unite influential senior decision-makers from all corners of the United States. Through expert-led panel discussions, captivating presentations, distinguished guest speakers, and timely market research, the RPAI spearheads innovation within the ever-evolving realm of the retirement industry. Our mission is to empower RPAs to make informed investment decisions and discerning practice management choices that optimize the well-being of their esteemed clientele.
The RPA Institute:
- Collaborates with the esteemed Plan Advisor Advisory Board, comprised of senior executives from the nation's most pioneering and accomplished RPAs, to ensure the provision of cutting-edge and pertinent content throughout the year, specifically crafted "by RPAs for RPAs."
- Facilitates supporting members in cultivating enduring relationships with influential decision-makers representing the nation's premier RPAs. This invaluable network expedites the sales cycle, resulting in significant cost savings in client acquisition and servicing. Additionally, it enables a deeper comprehension of clients' evolving needs.
- Assesses new and innovative investment strategies, products, and vehicles that effectively preserve and enhance the portfolios of underlying clients, aligning seamlessly with specific Defined Benefits or Defined Contribution frameworks.
Provides comprehensive guidance on firm management practices to retirement plan advisors, encompassing various aspects such as technology innovation, expansion into wealth management, strategic hiring, and effective business building and management strategies.
Michael Sasso, Principal, CAPTRUST
Constantine Mulligan, CFA, Partner, Director of Investment, Cerity Partners
Kelly Famiglietta, AIF, C(k)P, CPFA, CFP, Partner, Charles Stephen and Company
Chuck Williams, CFP, CRPS, AAMS, AIF, Chief Executive Officer, Finspire
George Fraser, CRPS, AIF, PPC, CBFA, Managing Director, Fraser Group of Retirement Benefits Group J
anine Moore, CPFA, AIF, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management
Brian Collins, CFA, Chief Investment Officer, HUB International Retirement and Private Wealth
Brad Arends, AFA, Co-founder, Chief Executive Officer, intellicents
Kyle Nelson, COPFA, AIF, Financial Consultant, intellicents
Rick Rodgers, Principal, Innovest Portfolio Solutions
Stephen Oliver, CWS, CRPC, AIF, Chief Executive Officer, Manhattan Ridge Advisors
Josh Ulmer, CFA, CIMA, CRPS, Managing Director, Wealth Management, Institutional Consulting Director, Graystone Consulting from Morgan Stanley
Stephen Welch, CRPC, CRPAS, OPFC, FiWD, Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Foote Welch Group at Morgan Stanley
Joe Hatfield, AIF, CPFA, Vice President, OneGroup Retirement Advisors
Saumen Chattopadhyay, CFA, CPA, FCA, Chief Investment Officer, OneDigital Retirement & Wealth
Jason Chepenik, CFP, Senior Vice President, OneDigital Retirement & Wealth
Matthew Eickman, J.D., AIF, Chief Legal Officer, Fiduciary Law Center
Kevin Mahoney, NQPA, CPFA, Managing Director, The Mahoney Group, Raymond James
David Stofer, ChFC, CLU, Founder, Mariner Retirement Advisors
Craig J. Reid, CFP, CLU, CPFA, President, National Practice Leader, Marsh McLennan Agency Retirement and Wealth
Josh Schwartz, AIF, Chief Executive Officer, Retirement Plan Advisors
Randy Long, AIF, Founder, Chairman, SageView Advisory Group
Leah Sylvester, QKA, QPA, CPC, Partner, Director of Retirement Plan Services, Shepherd Financial
Barbara Delaney, Principal, StoneStreetRenaissance, A HUB International Company
Erin Hall, MBA, AIF, C(k)P, CPFA, NQPA, Managing Director, Strategic Retirement Partners
Jeffrey Cullen, Chief Executive Officer, Strategic Retirement Partners
Daniel Peluse, C(k)P, CPFA, CRPS, AIF, CBFA, Executive Director, Wintrust Financial Corporation
Brett Shofner, President, Work Plan Retirement
Cynthia Huynh
Executive Director, Head of Investor Relations
+301 803 8510
cynthia.huynh@institutionalinvestor.com