Retirement Plan Advisors

07/17/2026

🚨 RPA's latest Market Commentary video is here!

The second quarter marked a dramatic turnaround for markets. Strong earnings growth, continued investment in artificial intelligence, and a resilient U.S. economy helped drive one of the strongest quarterly advances in recent years.

Perhaps most encouraging, market leadership broadened beyond the largest technology companies, highlighting the value of diversification and a disciplined long-term investment approach.

Watch our CIO T.J. Kistner, CFA, CAIA provide insights and perspective on the challenges and opportunities shaping the investment landscape.

07/13/2026

Life is busy, and retirement planning can feel overwhelming.

That’s where RPA comes in. We help working Americans navigate competing financial priorities and create a plan for the future.

🧭 Learn how we can support you and your financial goals:

Retirement planning is hard. RPA makes it easier. Contact our financial advisors today to help you secure your financial future.

07/09/2026

Inflation is everywhere, but how much does it really matter in retirement?

It depends. Spending patterns, income sources, and timing all play a role in how it’s felt.

A little context can go a long way in bringing clarity to an uncertain environment.

💸 Read more, via Morningstar, Inc. ⬇️

Inflation can strike fear into the hearts of retirees. Answering these 3 questions can help.

07/08/2026

You’re likely hearing about Trump Accounts, a new savings option designed to help children build wealth over time.

Here’s what you need to know:
👤 Who’s Eligible? Children under 18 with a valid Social Security number. Those born between 2025-2028 may qualify for a one-time $1,000 federal contribution.
💰 How Is an Account Funded? Parents, grandparents, friends, and even employers can contribute to a child’s account. Annual contributions are capped at $5,000.
🎯 What Could It Help Fund? Contributions are invested in broad-market index funds, with the potential to grow over time in support of goals such as education, homeownership, entrepreneurship, or retirement.
🚀 How Do I Get Started? Parents or guardians can establish an account.

Your RPA Financial Advisor can help you understand how this option compares to other savings vehicles and whether it fits within your broader financial plan.

07/07/2026

Community, connection, and a great cause.

RPA Director of Plan Consulting Emily Knox, CRC, QPFC, NQPC and Plan Support Specialist Bailey Nugent, CAPM® recently participated in the 2026 Transplant Games 5K in Denver, supporting an incredible event that brings together transplant recipients, donor families, and advocates. Bailey's family is actively involved in helping make the Games a success each year.

We're glad to see our team out involved in causes that make an impact.👏

07/03/2026

Wishing you a safe and enjoyable Independence Day weekend.

Grateful for the communities and public service professionals we’re honored to serve every day.

Happy Fourth of July! 🎇🇺🇸

07/01/2026

Investment decisions aren’t always rational — emotions often play a bigger role than we realize.

Market noise, gut reactions, and performance chasing can all influence decisions.

Our July article highlights why staying focused on long-term goals can make all the difference.

🔗 Read the article:

Emotions can impact investment decisions. Learn how to stay focused on long-term goals and take a more disciplined approach to investing.

06/22/2026

Summer is peak transition season for your workforce.

From job changes to retirements, these moments shape participant behavior – and outcomes.
Does your plan support employees beyond their active years?

☀️ A change in season is a good reminder to revisit how your plan shows up at every stage.

06/18/2026

A quick but important reminder: Protecting your retirement and financial accounts starts with setting up secure online access.

Once your login is created, you can:
· Monitor account activity
· Update personal info
· Take advantage of built-in security features

🔐 Taking a few steps now to secure your accounts can help fend off bad actors and prevent unnecessary stress down the road.

06/12/2026

Retirement planning for public sector employees isn’t always straightforward.

Between pensions, deferred comp plans, Social Security, and health care, there are a lot of moving pieces.

The right guidance can bring it all together. Explore how RPA can help: https://hubs.ly/Q04kYMxd0