Independent Fiduciary Services
MRPA is an independent, fee-based consulting firm dedicated exclusively to employer sponsored retirement plans. Formed in 2004, we serve as an ERISA investment fiduciary to your plan and work alongside those responsible for managing their organization’s retirement programs. Our clients rely on us to be an indispensable advisor on matters of retirement plan governance, so they don’t have to go solo on plan oversight.
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Our Guiding Principles
- Everything we do can be improved.
- Honesty is non-negotiable.
- We strive to do one thing very, very well.
- We simplify the complex.
- Employee success has a generational impact.
- The best consultants are good educators.
- Professional growth should be constant.
- Great work often is done when no one is watching.
- We will lead in advancing industry best practices.
- This is not about us.
Our Awards and Recognitions
MRPA Consultant Named to 2020 NAPA Top 100 Retirement Plan Advisors Under 40 list
We are very pleased to announce that one of the retirement plan consultants at our firm, David M. Montgomery, has been named by the National Association of Plan Advisors (NAPA) to their 2020 Top 100 Retirement Plan Advisors Under 40 list, the “Aces”. Established in 2014, the list is drawn from nominations provided by NAPA …
December 2019 Fiduciary Advisor Newsletter
We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. Click here for our December 2019 newsletter.
IRS Releases Plan Limits for 2020
The Internal Revenue Service announced on November 6, 2019 that the contribution limit for employees who participate in 401(k), 457(b) and 403(b) plans is increased from $19,000 to $19,500. The catch-up contribution limit for employees age 50 and over also increased from $6,000 to $6,500. The income limit for the Saver’s Credit (also known as …