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Cambridge Partners with Retirement Plan Advisors to Launch Public Sector Retirement Plan Offering

Industry leaders unite to bring local advisory and fiduciary services to communities nationwide

FAIRFIELD, IA and CHICAGO, IL – February 22, 2022 – Cambridge, a leading provider of financial solutions to independent financial professionals, and Retirement Plan Advisors (RPA), a leading consultant and investment adviser to public sector retirement plans, announced a partnership to bring comprehensive plan and participant advisory and fiduciary services to communities nationwide. This new offering, called Cambridge Retirement Plan Advisors, will help guide Cambridge financial professionals in the process of identifying, winning, and servicing public sector retirement plans.

“For many of our financial professionals, public sector retirement plans represent an untapped lead generation opportunity and long-term client relationships,” said Cambridge Executive Vice President and Chief Marketing Officer Jeff Vivacqua. “We’re excited to partner with RPA to provide this new opportunity for growth to the more than 3,700 financial professionals who call Cambridge home.”

This partnership allows Cambridge financial professionals to bring RPA’s public sector retirement expertise to smaller municipalities – cities, counties, villages, townships, fire districts, park districts – that may not receive the attention and fiduciary support available to private sector employers.  

“As more employers recognize the importance of incorporating financial wellness and investment advice in their core benefits, we’re honored to partner with Cambridge and independent financial professionals to bring these services to public sector employers and their employees, regardless of location,” said RPA President Josh Schwartz.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Cambridge is a multi-year honoree as a top workplace1 and broker-dealer of the year2. For more information, visit JoinCambridge.com.

About RPA

Retirement Plan Advisors is an independent federally registered investment adviser specializing in providing customized investment solutions to public sector retirement plans, helping their employees retire better. The firm provides plan and participant investment advisory and fiduciary services, to employers of all sizes. Today RPA proudly serves more than 520 public sector employers with 71,000+ participants and $5 billion in plan assets. For more information, visit retirementplanadvisors.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080; or Caitlin Cunningham, Retirement Plan Advisors: 312-701-1100 x231

 

1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.


Media & PR Contacts

Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

The information discussed herein is general in nature and provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Nothing in this white paper constitutes an offer to sell or a solicitation of any offer to buy any type of securities. Reprinted by permission for use by Cambridge. All rights reserved.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. For financial professional use only V.CIR.0221-0529

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