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Episode 121: Cambridge Retirement Plan Advisors (RPA): Joining Forces

Ken Mergen

“We felt strongly that if we could bring our expertise and help the financial professional navigate those waters, truly take that off their plate, we could be the expert. So, they were just focusing on making the connections and bringing those forces together.” — Ken Mergen

Available to all Cambridge financial professionals regardless of experience level, Cambridge and Retirement Plan Advisors (RPA), a leading consultant and investment adviser to public sector retirement plans, have partnered to bring local advisory and fiduciary services to communities nationwide. In Episode 121: Cambridge Retirement Plan Advisors (RPA): Joining Forces, Ken Mergen of Retirement Plan Advisors joins co-hosts Val Vest and Jeff Wick to share the ins and outs of Cambridge RPA. Launched in 2022, this offering helps guide financial professionals through the process of identifying, winning, and servicing public sector retirement plans. Don’t miss this episode of Let’s Talk as Ken offers a deeper dive into how Cambridge RPA was developed and how financial professionals can partner with its team of experienced members.

Join Jeff, Val, and Ken to learn:

  • The key elements of Cambridge RPA
  • The reasoning behind why the offering was developed
  • Ways in which Cambridge RPA supports financial professionals in their growth goals

For more information on Cambridge RPA, click here!

About Kenneth Mergen

Kenneth Mergen, Vice President of Group Retirement Plans, works with plan sponsors to implement innovative plan design, investment solutions, and participant wellness and advisory services that drive better employee retirement outcomes. He also supports RPA’s financial advisors in the delivery of participant services. Ken co-leads RPA’s Plan Consulting Committee and is a member of the firm’s Leadership Team. He is engaged in developing RPA’s strategic direction, attracting and retaining strong team members, and maintaining the firm’s position as an industry leader.

Ken regularly speaks on retirement readiness topics. He is an active member of the National Association of Plan Advisors (NAPA), including NAPA’s DC Fly-In Forum, where he supports industry lobbying efforts on important legislation affecting retirement plans. He also is involved in multiple Government Finance Officers Association (GFOA) state chapters.

Ken is a graduate of Rutgers University, where he earned a Bachelor’s Degree in Economics. He holds FINRA Series 7, 26, 63, and 66 registrations.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Retirement Plan Advisors, LLC, a Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.

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