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

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 …

Staying the Course – Coronavirus and Past Market Epidemics

As of March 11, 2020, stock markets have entered a bear market, defined as a 20% decline from recent index highs. This is in large part due to the uncertainty surrounding the coronavirus, COVID-19. There certainly will be an economic impact, as growth slows due to quarantines, less consumer traffic and lower factory output, but …

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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 IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Montgomery Retirement Plan Advisors are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), 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.