Retirement Plan Advisors, LLC

Retirement Plan Advisors, LLC is a registered investment adviser specializing in retirement plan design, vendor search, plan consulting, investment advice, and fiduciary services for public sector employers and their employees. Established in 2000, the firm offers individual and institutional clients financial planning, investment management, co-advisory services, and third-party money management. They provide discretionary investment management services based on strategic asset allocation principles, including mutual funds, exchange-traded funds, and Collective Investment Trusts (CITs). Acting as fiduciaries, they prioritize clients' interests, charging fees not exceeding 2.25% annually. The firm offers Portfolio Plus for employer-sponsored retirement plans and Advisor-Directed, Team-Directed, and CAAP® programs for customized portfolio management. RPA's Investment Committee regularly reviews portfolios to ensure alignment with client goals. The minimum initial investment for managed accounts is typically $25,000, but may be waived under certain circumstances. RPA does not charge performance-based fees, and clients retain voting rights for their securities. The firm maintains strict privacy policies and safeguards client information. For further details, visit www.retirementplanadvisors.com.