About Us
Jim Phillips, President

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 successfully completed the Accredited Investment Fiduciary program, 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 NAPA.net.

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. Jim has been a speaker at national conferences, including SPARK, ASPPA, AAO and the PlanSponsor and PlanAdviser National Conferences.

The advisor team of Jim Phillips and Patrick McGinn was honored with the 2015 401(k) Leadership Award by the National Association of Plan Advisors, an industry group representing approximately 11,000 retirement plan professionals.  Now in its eighth year, the 401(k) Advisor Leadership Award recognizes a leading financial advisor or team for contributions that exemplify leadership, experience and expertise in the retirement plan industry. The award reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as a mentor, maintain high ethical standards, and consistently improve their practices and services in the retirement industry.

Jim has been married for over 30 years, has two sons, and enjoys golf, yoga, boxing and vacations in Miami.

Patrick McGinn, Vice President

Patrick McGinn, Vice President, Retirement Resources

Patrick McGinn, Vice President of Retirement Resources, a CFA charterholder, has been in the securities industry since 1993 and with Retirement Resources since 1994. He holds the Chartered Financial Analyst® designation, he has completed the  Accredited Investment Fiduciary program, and he is 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.

The advisor team of Jim Phillips and Patrick McGinn was honored with the 2015 401(k) Leadership Award by the National Association of Plan Advisors, an industry group representing approximately 11,000 retirement plan professionals. Now in its eighth year, the 401(k) Advisor Leadership Award recognizes a leading financial advisor or team for contributions that exemplify leadership, experience and expertise in the retirement plan industry. The award reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as a mentor, maintain high ethical standards, and consistently improve their practices and services in the retirement industry.

McGinn has been married for over 15 years, has two sons, and has run a number of marathons.

Retirement Resources

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 financial 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.