About Retirement Solutions Advisors LLC
<p>Owner-focused plan design is what sets this five-person team apart from larger advisory shops. Founded in 2007, Retirement Solutions Advisors LLC works with entrepreneurial businesses that want retirement plans built around business cash flow, tax strategy, and employee benefits.</p> <p>Headquartered in Chicago, RSA supports sponsors across the Chicago metro area and southeastern Wisconsin, with an office in New Berlin in the Milwaukee area. The firm advises clients such as medical practices, law firms, and technology firms.</p> <p>RSA provides <a href="/plan-advisors">plan advisor</a> services that cover plan design and compliance, with attention to IRS and Department of Labor requirements. The team helps with plan setup and ongoing administration, plus benchmarking and fiduciary support. It also works with employers that use retirement plans to shelter business income, reduce taxes, and attract and retain talent.</p> <p>RSA offers both 3(21) fiduciary guidance and 3(38) investment fiduciary services, giving sponsors a choice between shared and delegated investment responsibility.</p> <ul> <li>Retirement plan design for entrepreneurial businesses</li> <li>Compliance support for IRS and DOL requirements</li> <li>Plan setup, ongoing administration, and benchmarking</li> <li>3(21) fiduciary advisor services</li> <li>3(38) investment fiduciary services</li> </ul>
Website: https://rsadvisorsllc.com/
Founded: 2007
Employees: 5
Office Locations
- New Berlin, WI
- Chicago, IL (Headquarters)
Accreditations & Certifications
- AIF®
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
- Compliance Services
- Plan Design Consulting
Team Members
- Brennan Perkins, Retirement Plan Consultant and Administrator
- Dana Pawlowski, Plan Administrator
- Eric Sharon, Director of Operations
- Jim Gorszczyk, Senior Plan Administrator
- Steve Johnson, Managing Director