Retirement Plan Advisors

Retirement Plan Advisors is an independent registered investment adviser that works with employers on their employer-sponsored retirement plans. Its services for plan sponsors include 3(21) and 3(38) fiduciary services, plan design and implementation, recordkeeper search and ongoing plan oversight with fee benchmarking and fee negotiation. The firm also offers onsite participant services, where employees get enrollment help, guidance and personalized investment advice, along with onsite financial planning for individuals.

Retirement Plan Advisors works with employers rather than walk-in clients, so the usual route is to request a consultation through the contact form or call the office. The firm is located in downtown Chicago at East Madison Street.