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Many of our client relationships come to us by referral from investment or insurance brokers who do not have the specialized skills or tools to offer best of breed 401(k) support to their valued clients. By partnering with Montgomery Retirement Plan Advisors, our partners greatly enhance their portfolio of client services without having to hire specialized employees or build the service infrastructure themselves.

Mike Montgomery, our President and lead consultant, has over Thirty-two years of retirement plan specialization. He headed multi-location pension offices for Manulife / John Hancock and for ING and knows the ins and outs of the products and providers.
  • Our support capabilities include:
  • Plan design
  • Objective, knowledgeable vendor searches and analysis
  • 401(k)-specific investment due diligence powered by Zephyr Style Advisor
    Presentation assistance
  • Fiduciary and co-fiduciary oversight
  • On-site employee enrollment and investment counseling
  • Ongoing plan sponsor due diligence meetings
Call us for assistance on a single case or through an ongoing partnership. At times, we have offered our services on a ”private label” basis, working under the brand of another firm and linking seamlessly to their internal services. We design a service package based on each producer’s individual needs, and will back it with a written Service Agreement.

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Securities and investment advisory services offered through Financial Telesis Inc.
Member FINRA / SIPC. Montgomery Retirement Plan Advisors and Financial Telesis Inc. are not affiliated.