Jim Phillips, President, Retirement Resources
Jim Phillips, President of Retirement Resources, has been in the investment industry for more than 35 years, the past 17 of which have been focused in the area of qualified retirement plans. Phillips worked for major national investment firms for 14 years prior to founding the firm in 1990. He is a strong believer that an independent firm, with no proprietary funds or investment products, is in a much better position to offer objective advice and to play a constructive fiduciary role.
Phillips holds a variety of securities industry registrations and has successfully completed the Accredited Investment Fiduciary program. Phillips has contributed to two books on 401(k) and his articles have been published in Defined Contribution Insights, PlanSponsor's (b)lines, and NTSAA's 403(b) Advisor. He has been quoted in PlanSponsor Magazine, Investment News and related publications. His work has been acknowledged with multiple Signature Awards from the PSCA, and he has been named to the 2012 list of Top 100 Retirement Plan Advisors, by PlanAdvisor Magazine. Phillips has been a frequent speaker on retirement plans at national conferences, including Society of Professional Asset-Managers and Record Keepers (SPARK), American Society of Pension Professionals and Actuaries (ASPPA) and the PlanSponsor National Conference. Jim was recently profiled by National Association of Plan Advisors: "Q&A with Jim Phillips".
Jim has been married for over 30 years, has two sons, and enjoys golf, yoga, boxing and vacations in Miami.
Patrick McGinn, Vice President, Retirement Resources
Patrick McGinn, Vice President of Retirement Resources, is a CFA charterholder and has been in the securities industry since 1993 and with Retirement Resources since 1994. He holds various securities registrations, and in addition to the Chartered Financial AnalystŪ designation, he is an Accredited Investment Fiduciary. McGinn is also a member of the CFA Institute and the Boston Security Analyst Society.
Together with Jim Phillips, McGinn has co-authored a number of articles which have been published in industry publications on topics about managing successful 401(k) and 403(b) plans. McGinn has also been named to the 2012 list of Top 100 Retirement Plan Advisors, by PlanAdvisor Magazine and serves, with Phillips, as the advisor to the 2011 non-profit Plan Sponsor of the Year by Plan Sponsor Magazine. Phillips and McGinn were named Finalists in the 2012 Morningstar/ASPPA 401(k) Leadership Award.
McGinn has been married for over 15 years, has two sons, and has run a number of marathons.
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 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.