Indispensable Retirement Plan Consulting

We offer carefully tailored retirement plan guidance to employers and their investment committees in clear, actionable terms.

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

  1. Everything we do can be improved.
  2. Honesty is non-negotiable.
  3. We strive to do one thing very, very well.
  4. We simplify the complex.
  5. Employee success has a generational impact.
  6. The best consultants are good educators.
  7. Professional growth should be constant.
  8. Great work often is done when no one is watching.
  9. We will lead in advancing industry best practices.
  10. This is not about us.

Our Awards and Recognitions

Recent Insights

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 …

MRPA Consultants Named to 2019 Financial Times Top 401 Advisors list

We are very pleased to announce that three key members of our firm, W. Michael Montgomery, David M. Montgomery, and Ronald A. Letaw have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers.  The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across …

October 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 October 2019 newsletter.