About Retirement Solutions Advisors LLC
Retirement Solutions Advisors LLC (RSA) is a financial advisory firm specializing in retirement plan solutions for entrepreneurial businesses. Based in Chicago, IL, RSA helps clients capture and grow their wealth through customized retirement plan designs, compliance services, and consulting. The firm's expert team assists with sheltering business income, reducing taxes, providing meaningful employee benefits, and attracting talent through optimized retirement plans. RSA focuses on ensuring plans are compliant with IRS and DOL regulations, offering services such as plan setup, administration, benchmarking, and fiduciary support. Their client-centric approach prioritizes tailored solutions for businesses like medical practices, law firms, and technology firms, aiming to maximize economic benefits for owners and key employees. With offices in Chicago, IL, and New Berlin, WI, RSA is dedicated to providing personalized service and expertise that sets them apart from larger institutions.
Website: https://rsadvisorsllc.com/
Founded: 2007
Employees: 5
Office Locations
- New Berlin, WI
- Chicago, IL (Headquarters)
Accreditations & Certifications
- AIF®
Services Offered
- Plan Design Consulting
- Compliance Services
- 3(21) Investment Advisor
- 3(38) Investment Manager
Team Members
- Steve Johnson, Managing Director
- Eric Sharon, Director of Operations
- Jim Gorszczyk, Senior Plan Administrator
- Brennan Perkins, Retirement Plan Consultant and Administrator
- Dana Pawlowski, Plan Administrator