Retirement Plan Advisors Announces Staff Promotions
Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on the public sector.
Retirement Plan Advisors LLC, a firm specializing in retirement planning and investment solutions for public sector employees and their employers, has announced the promotion of four team members: Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie.
The move comes about one year after the Chicago-based firm named a new CEO and president. RPA, founded in 2000, currently has more than 550 plan sponsor clients and more than $7 billion in assets under advisement.
Mangano, previously director of client relations, has been promoted to vice president of plan consulting. He will concentrate on client retention and enhancing retirement outcomes for plan participants through consultative plan design. Since joining RPA in 2019, Mangano has worked on onboarding new clients, managing vendor relationships and conducting plan reviews. In his reviews, he examines participant utilization, investment due diligence and participant education.
Promoted to director of plan consulting, Ford has more than 15 years of experience managing group retirement plans, including 401(a), 401(k), 457(b) and 403(b) plans. She will focus on consultative relationship management, building rapport with plan contacts, financial advisers and both internal and external support teams. Ford previously held the position of relationship manager.
Gault has been promoted from investment analyst to senior investment analyst, responsible for managing RPA’s plan investment menus, conducting investment manager due diligence and preparing performance reports. He will also contribute to asset allocation modeling, portfolio construction and adviser engagement, strengthening RPA’s ability to provide data-driven investment strategies for its clients.
McKinzie has been promoted to senior group plan operations specialist, formerly serving in the role of group plan operations specialist. She will continue to be a resource for educating, enrolling and supporting public sector group retirement plan participants.
RPA’s previous round of promotions was announced in February 2024. Josh Schwartz was announced as CEO, Ken Mergen was named president, and Brett Pendleton was made vice president of group plan operations.