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Jim worked for large national investment firms before founding Retirement Resources, in 1990. He has extensive experience in investments, retirement plans and employee communications.Jim has written for or been quoted in many industry publications including: PlanSponsor Magazine, Defined Contribution Insights, 403(b) Advisor, Investment News, NAPAnet Magazine, MarketWatch.com and PlanAdviser Magazine. He has spoken at retirement plan conferences including: SPARK, PSNC, ASPPA, PANC and NAPA. Jim served on the Leadership Council of the National Association of Plan Advisors.Jim has been a RetireMentor on MarketWatch.com. He 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 industry awards, and Jim has been a frequent speaker at national conferences, including SPARK, ASPPA, AAO and the PlanSponsor and PlanAdviser National Conferences.He served on the Leadership Council of the National Association of Plan Advisors, and has been involved in creating continuing education content for the retirement industry. Jim also participates in lobbying efforts on behalf of the nation's retirement savers and the employers for whom they work.Retirement Resources helps employers to improve the success of their retirement plans through the unique "Retire With More" process. It helps employees to retire with greater financial security, while helping employers to manage workload, costs and fiduciary risk.More information is available at: www.RetireWithMore.com. Jim can be reached at: jim@ret-res.com
Retirement Resources
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FounderRetirement Resources Jul 1990 - PresentResponsible for all aspects of operating Retirement Resources, which is a broker/dealer and Registered Investment Advisor specializing in long-term wealth accumulation, especially within the context of qualified retirement plans.
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Investment SpecialistDonaldson, Lufkin & Jenrette Jun 1988 - Jul 1990Us
Jim Phillips Skills
Jim Phillips Education Details
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Northeastern UniversityEconomics
Frequently Asked Questions about Jim Phillips
What company does Jim Phillips work for?
Jim Phillips works for Retirement Resources
What is Jim Phillips's role at the current company?
Jim Phillips's current role is Founder of Retirement Resources.
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What schools did Jim Phillips attend?
Jim Phillips attended Northeastern University.
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