Jim Phillips, President, Retirement Resources
Jim Phillips, President of Retirement Resources, has been in the investment industry for over 35 years, and has been focused in the area of qualified retirement plans since 1995. Jim is an Accredited Investment Fiduciary, has contributed to two books on 401(k), and has had articles published in Defined Contribution Insights, PlanSponsor’s (b)lines, ASPPA’s 403(b) Advisor, PlanSponsor , PlanAdviser , and the on-line Wall Street Journal.
Jim is a RetireMentor on MarketWatch.com, has been quoted in Investment News, Reuters, Institutional Investor, and he has been interviewed on FOX Business News. His work has been acknowledged with multiple Signature Awards from the Plan Sponsor Council of America (PSCA), he has been named to the 2012 and 2013 list of Top 100 Retirement Plan Advisers by PlanAdviser , and he was a finalist in 2012 for the Morningstar/ASPPA 401(k) Leadership Award. Jim has been a frequent speaker at national conferences, including SPARK, ASPPA, AAO and the PlanSponsor and PlanAdviser National Conferences.
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 Analyst® 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 and 2013 list of Top 100 Retirement Plan Advisors, by PlanAdvisor 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.