Retirement Plan Advisors

📊 Curious what drove markets this quarter?

RPA’s Market Commentary offers written analysis and a video recap in one convenient location. Explore market performance, key economic developments, and the themes our Investment Team is monitoring as we move through the second half of 2026.

🎥📄 Watch, read, or both:

RPA's 2Q26 Market Commentary is Available | Retirement Plan Advisors RPA’s 2Q26 Market Commentary offers a concise look at the forces influencing markets through the first half of 2026. Watch the video or read the update.

How's your summer reading going? ☀️📚

Consider adding a book that can help strengthen your financial knowledge and long-term perspective. Here are a few favorites for investors, retirement savers, and lifelong learners:

Life is busy, and retirement planning can feel overwhelming.

That’s where RPA comes in. We help working Americans navigate competing financial priorities and create a plan for the future.

🧭 Learn how we can support you and your financial goals:

Individual Investment Solutions | Retirement Plan Advisors Retirement planning is hard. RPA makes it easier. Contact our financial advisors today to help you secure your financial future.

Inflation is everywhere, but how much does it really matter in retirement?

It depends. Spending patterns, income sources, and timing all play a role in how it’s felt.

A little context can go a long way in bringing clarity to an uncertain environment.

💸 Read more, via Morningstar, Inc. ⬇️

How Much Should Retirees Worry About Inflation? Inflation can strike fear into the hearts of retirees. Answering these 3 questions can help.

You’re likely hearing about Trump Accounts, a new savings option designed to help children build wealth over time.

Here’s what you need to know:
👤 Who’s Eligible? Children under 18 with a valid Social Security number. Those born between 2025-2028 may qualify for a one-time $1,000 federal contribution.
💰 How Is an Account Funded? Parents, grandparents, friends, and even employers can contribute to a child’s account. Annual contributions are capped at $5,000.
🎯 What Could It Help Fund? Contributions are invested in broad-market index funds, with the potential to grow over time in support of goals such as education, homeownership, entrepreneurship, or retirement.
🚀 How Do I Get Started? Parents or guardians can establish an account.

Your RPA Financial Advisor can help you understand how this option compares to other savings vehicles and whether it fits within your broader financial plan.

Community, connection, and a great cause.

RPA Director of Plan Consulting Emily Knox, CRC, QPFC, NQPC and Plan Support Specialist Bailey Nugent, CAPM® recently participated in the 2026 Transplant Games 5K in Denver, supporting an incredible event that brings together transplant recipients, donor families, and advocates. Bailey's family is actively involved in helping make the Games a success each year.

We're glad to see our team out involved in causes that make an impact.👏

Wishing you a safe and enjoyable Independence Day weekend.

Grateful for the communities and public service professionals we’re honored to serve every day.

Happy Fourth of July! 🎇🇺🇸

Investment decisions aren’t always rational — emotions often play a bigger role than we realize.

Market noise, gut reactions, and performance chasing can all influence decisions.

Our July article highlights why staying focused on long-term goals can make all the difference.

🔗 Read the article:

Emotional vs. Strategic Decisions | Retirement Plan Advisors Emotions can impact investment decisions. Learn how to stay focused on long-term goals and take a more disciplined approach to investing.

Summer is peak transition season for your workforce.

From job changes to retirements, these moments shape participant behavior – and outcomes.
Does your plan support employees beyond their active years?

☀️ A change in season is a good reminder to revisit how your plan shows up at every stage.