Montgomery Retirement Plan Advisors helps mid-size employers manage their retirement plans with confidence by providing expert, practical guidance to busy plan fiduciaries. We stand behind our work in the strongest possible way by becoming a fiduciary to your plan, sharing directly in important legal responsibilities under ERISA.
With decades of specialized experience, we have the credentials to deliver on our commitments. In 2009, Montgomery Retirement Plan Advisors became the first consulting firm on the west coast of Florida to have its fiduciary processes CEFEX certified by the Centre for Fiduciary Excellence as an advisor to defined contribution retirement plans for corporate, non-profit and governmental entities. In 2010 and again in 2012, Mike Montgomery was named Top Advisor in the United States in the $5-$15 million defined contribution plan category by 401k Wire, a leading industry news source. These awards were based on reader votes, input form distributors and statistics about advisor practices gathered directly from nominees.