Retirement Solutions Advisors LLC

Retirement Plan Advisor

Chicago, IL

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

  • Plan Design Consulting
  • Compliance Services
  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. 401(K) PLAN CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC., CA $5M 352
ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY 403(B) PLAN ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY, INC., CA $5M 290

Team Members

  • Steve Johnson, Managing Director
  • Jim Gorszczyk, Senior Plan Administrator
  • Eric Sharon, Director of Operations
  • Brennan Perkins, Retirement Plan Consultant and Administrator
  • Dana Pawlowski, Plan Administrator

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