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 Recognized for a Decade of CEFEX Certification
At the annual Fi360 conference in Nashville, TN on April 3, 2019, Montgomery Retirement Plan Advisors was recognized by the Centre for Fiduciary Excellence for being CEFEX certified for ten years for their adherence to a defined fiduciary Standard of Practice. “Trust is critical to organizations which act as fiduciaries or provide fiduciary support services. …
3(21) vs. 3(38): Understanding the Numbers
Taking a look at the features of both 3(21) & 3(38) and examining how each can impact your business’s retirement planning process.
Are You Ready For An Audit?
Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of the Form 5500. Often times an audit is a random event, which is why you should always be prepared. Listed below are several key items typically requested in an initial letter sent by the IRS …