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Joshua Schwartz

Chief Executive Officer and RPA Founding President

Retirement Plan Advisors

United States, Illinois, Chicago

About Me

Josh Schwartz is a founding Principal and Chief Executive Officer of RPA. He leads the firm’s dynamic approach to retirement plan design and investment advisory services, with an emphasis on driving positive, measurable impacts on participant retirement outcomes. He serves on RPA’s Investment Committee and is actively engaged in all aspects of the firm’s strategic planning and growth initiatives. Josh began his career serving public sector retirement plans in 1989. He has held various roles over the years, bringing extensive experience overseeing plan design, investment menu selection, RFP processes, internal back-office operations, compliance, and investment advice. As Regional Dire

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Profile Information

Chief Executive Officer and RPA Founding President

Retirement Plan Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

May 27, 2025

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