Wednesday, Concurrent Sessions X-XI A
Todd is Founder and Managing Director of RPA Financial (Retirement Plan Analytics). Todd and his wife Kelly live in Charlotte, NC and have 3 adult children. Todd is in his 30th year of serving retirement plan clients and advisors.
Todd and his team at RPA are on a mission to help clients be stewards by making informed decisions for plan improvement. RPA serves both financial advisors and retirement plan sponsors with processes and strategies that seek to optimize plan success and drive desired participant outcomes. The team at RPA serves over 20 national denominations and faith-based ministries.
In the last 4 years, RPA has earned over 200 clients and consults on plan assets in excess of $17 billion.