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
Joshua Schwartz
Chief Executive Officer and RPA Founding President
Retirement Plan Advisors
United States, Illinois, Chicago
About Me
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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