Retirement Plan Advisor Institute

An Exclusive, Private Membership for the Nation's Top Retirement Plan Advisors with Leading Asset Managers and Providers 
About

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.

     

Become a Supporting Member

2026 Advisory Board

George Fraser, Senior Partner, BCG 401(k) Advisors, Alera Group

Michael Sasso, Principal, CAPTRUST

Jennifer Doss, Defined Contribution Practice Leader, CAPTRUST

Wendy Eldridge, Retirement Plan Advisor, Carnegie Investment Counsel

Connie Mulligan, Partner, Cerity Partners

Brian Lopez, Managing Director, CIBC Private Wealth

Stephen Welch, Founder, Crownmark Wealth Advisors

Philip Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting

Philip Chao, Principal, Chief Investment Officer, Experiential Wealth

Chuck Williams, Chief Executive Officer, Managing Partner, Finspire

Josh Ulmer, Managing Director, Wealth Management, Institutional Consulting Director, Graystone Consulting from Morgan Stanley

Matt Cellini, Partner, Practice Leader, Greenspring Advisors

Brian Collins, Chief Investment Officer, HUB International

Brad Arends, Co-Founder, Chief Executive Officer, intellicents

Steve Oliver, Founder, Manhattan Ridge Advisors

Luke Vandermillen, Head of Retirement, Mariner Wealth Advisors

Jordan Gelb, Managing Director, Wealth Management Advisor, Merrill Lynch

Bill Peartree, Managing Director, Retirement & Wealth, Marsh McLennan Agency

Joe Hatfield, Vice President, OneGroup Retirement Advisors

Nicole Corning, Partner, Pathlight Advisors

Jania Stout, President, Retirement & Wellness, Prime Capital Financial

Josh Schwartz, President, Retirement Plan Advisors

Todd Stewart, Managing Director, Investment Research, Sageview Advisory Group

Matthew McPhail, Chief Investment Officer, Sentinel

Leah Sylvester, Partner, Director of Retirement Plan Services, Shepherd Financial

Brett Shofner, President, Work Plan Retire

Barbara Delaney, Principal, StoneStreet Renaissance/HUB International

Erin Hall, Managing Director, Strategic Retirement Partners

Jeff Cullen, Managing Partner, Strategic Retirement Partners

Dan Fienberg, Managing Director – Investments, The HF Retirement Group of Wells Fargo

Kevin Mahoney, Managing Director, The Mahoney Group, Raymond James

Francesca Federico, Co-Founder & President, Twelve Points Retirement Advisors

Supporting Members and Sponsors

401GO
BlackRock
Blue Owl
Fidelity
Fisher Investments
Goldman Sachs Asset Management
J.P. Morgan Asset Management
 

Marsh & McLennan Agency
MassMutual Stable Value Investments
MFS Investment Management
Nationwide
Nestimate
New York Life
 

Pontera
State Street Investment Management
The Standard
TIAA/Nuveen
Transamerica
Vanguard
 

Contact

Cynthia Huynh

Executive Director, Head of Investor Relations
+301 803 8510 
cynthia.huynh@institutionalinvestor.com