Jim Phillips, President Jim worked for large national investment firms before founding Retirement Resources, in 1990. He has extensive experience in investments, retirement plans and employee communications. Jim has written for or been quoted in many industry publications including: PlanSponsor Magazine, Defined Contribution Insights, 403(b) Advisor, Investment News, NAPAnet Magazine, MarketWatch.com and PlanAdviser Magazine. He has spoken at retirement plan conferences including: SPARK, PSNC, ASPPA, PANC and NAPA. Jim is on the Leadership Council of the National Association of Plan Advisors.
Contact Jim: firstname.lastname@example.org
Patrick McGinn, CFA
Vice President Patrick is a CFA charterholder and has been in the securities industry since 1993. He holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analyst Society. He has 25 years of investment, retirement plan and employee education experience. Together with Jim, Patrick has co-authored a number of articles which have appeared in industry publications on topics related to managing successful 401(k) and 403(b) plans. Patrick has spoken at national conferences, and he and Jim have many years’ experience serving as fiduciaries.
Contact Patrick: email@example.com
Founded in 1990, Retirement Resources is an SEC registered Investment Advisor. The firm specializes in improving the success of 401(k), 403(b), profit sharing and other institutional retirement plans. They help employees retire with greater financial security, while helping employers manage workload, costs and risk. They were early adopters of open investment architecture, full fee transparency and the use of ERISA accounts. The firm values creative thinking, problem solving, strong relationships, hard work and trust. Retirement Resources supports a variety of charitable causes.
Retirement Resources follows a unique approach called the Retire With More® Process, a system of fiduciary best practices designed to promote a better retirement outcome for employees.
Retirement Resources Investment Corporation is a registered investment advisor. This brochure is intended to provide general information about the Advisor. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. The Advisor will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and Part 2B (“Brochure Supplement”) for each advisory person supporting a particular client.