SECURE Act – Helping Americans Save for Retirement

A new retirement-related bill is making its way through Congress, The Setting Every Community Up for Retirement Enhancement (SECURE) Act. Its purpose is to help Americans save more for retirement by creating new rules to expand and preserve retirement savings, improve the administration of retirement plans and provide additional benefits.

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. …

Funds With Revenue-Sharing Fees Can Be The Lowest Net Cost Option

An InvestmentNews article reminds us that plan sponsors can reduce the net cost of retirement plan investments through optimal handling of the non-investment-management related components of a mutual fund’s expense ratios, commonly referred to as “revenue sharing”. Astute plan sponsors and their advisors generally insist that their plan’s providers credit these “revenue-sharing” amounts directly back …