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RPA President Josh Schwartz to Chair Institutional Investor's Retirement Plan

Advisor Summit

Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management,
investment solutions, and market insights.

Chicago, IL, June 26, 2018 --(PR.com)-- Institutional Investor has appointed Joshua F. Schwartz,
President of Retirement Plan Advisors (RPA), as Chairperson of their inaugural Retirement Plan Advisor
Summit. The event, attended by C-Suite executives from the most innovative and important retirement
plan advisory firms, will take place July 17 and 18 at the Park Hyatt Chicago.

Schwartz brings 29 years of group retirement plan experience to his role as Chairperson. He will deliver a
welcome address to attendees, introduce all sessions, and moderate a live polling session. Session formats
include case studies, expert perspectives, opinions, discussion tables, and workshops. Topics to be
addressed fall within four major categories: plan design, practice management, investment solutions, and
market insights.

“We are honored to have Josh as our Chairperson for this important event,” said Steven Olson, Managing
Director at Institutional Investor. “The role is essential to ensuring that our audience of 70 individually
selected financial advisors and the small group of eight providers which have been invited to support the
event receive the maximum educational experience in return for the gift of their time and active
participation.”

“It's so important to get together with fellow retirement plan advisory firm leaders,” Schwartz said. “The
world we work in is constantly changing. This conference is an opportunity to share challenges,
successes, and new ideas. I'm honored to chair this year's Retirement Plan Advisor Summit, fostering
discussion to help improve the retirement outcomes of American workers.”

About Retirement Plan Advisors:

A federally Registered Investment Adviser, Retirement Plan Advisors (RPA) specializes in providing
plan design, consulting services, and investment advice to public sector employers and employees. The
firm currently serves more than 650 governmental defined contribution and deferred compensation
retirement plans with $4 billion in plan assets. RPA is headquartered in Chicago and has five satellite
offices across the country.

About Institutional Investor:

Institutional Investor is a leading international business-to-business publisher, focused primarily on


international finance. It publishes premium journalism, newsletters, and research. It also runs
conferences, seminars, and training courses and is a provider of electronic business information through
its capital market databases and emerging markets information service.

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Over the past 25 years, Institutional Investor has developed deep expertise within the defined contribution
industry and built enduring relationships with the largest plan sponsors across the country. More recently,
it has created similarly elite memberships, conferences, and content for the flourishing independent
registered investment advisor community. Building on the success of these endeavors, the next step was
clear: to create a unique, elite conference for retirement plan advisors - the critical group that meets at the
intersection of the retirement planning and financial advisor populations.

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Contact Information:
Retirement Plan Advisors
Justin Brink
312-701-1100
Contact via Email
www.retirementplanadvisors.com

Online Version of Press Release:


You can read the online version of this press release at: https://www.pr.com/press-release/757813

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