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

Montgomery Retirement Plan Advisors (MRPA) Joins OneDigital

We are excited to announce that MRPA is teaming up with OneDigital, a leading employee benefits and human resources consulting firm focused on driving business growth for employers of all sizes. We are so excited about this partnership because we now have the added strength of a national company that, for the last 20 years, …

CARES Act & COVID-19 Insights for Retirement Plan Sponsors

As of March 2020, the COVID-19 pandemic has made its impact throughout the United States. Not only has it had a significant effect to the economy, it has changed nearly every American’s way of life. It has most definitely made its mark on your organization, which may present serious financial difficulties for your employees. Given …

Coronavirus Edition – Fiduciary Advisor Newsletter

Details and responses to COVID-19 are unfolding every day. We hope you might find this collection of regulatory developments as well as market and investment resources to be helpful. Click here for our Coronavirus Edition newsletter. The information being provided is strictly as a courtesy. When you link to any of the web sites provided …


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CEFEX-certified as an Advisor 9/23/2009
"Through CEFEX’s independent assessment, the certification provides assurance to investors… that Montgomery Retirement Plan Advisors has demonstrated adherence to the industry’s best fiduciary practices."
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Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment advisors and wholly owned subsidiary of OneDigital.

The information given herein is taken from sources that OneDigital Investment Advisors and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies.