Our History

When Montgomery Retirement Plan Advisors (MRPA) was founded in 2004, we sought to build a firm that would focus on just one thing and do it very well -- building highly effective retirement plans. From the start we saw the importance of offering truly independent advice, no-nonsense fee transparency, and standing behind our advice by accepting the role of ERISA investment fiduciary. Since 2004 we have built our consulting practice upon a foundation of expertise, straight talk, and sincere interest in our clients. That singular focus paid off as our firm has grown and we are proud to have received consistent national awards and recognition for our thought leadership in the retirement plan field.

  • 2004

    Michael Montgomery founds Montgomery Retirement Plan Advisors (MRPA)

    After a successful career working for leading 401(k) providers, Michael Montgomery leaves his corporate role and devotes his 27 years of expertise to working directly with businesses to build highly effective retirement plans.

  • 2008

    MRPA expands into consulting for government retirement plans.

    By 2018, assets of government plan clients exceed $1 Billion for the first time.

  • 2009

    CEFEX certified by the Centre for Fiduciary ExcellenceTM

    One of the earlier CEFEX certified retirement plan firms nationally and first on the west coast of Florida.

  • 2010

    Breakout year of major milestones

    • MRPA expands into fiduciary services for Multiple Employer Plans (MEPs) • First engagement as ERISA 3(38) plan fiduciary • Michael Montgomery named one of the 100 Most Influential in Defined Contribution by 401kWire. • Michael Montgomery named #1 Defined Contribution Plan Advisor in the U.S. in one of four market segments

  • 2011

    David Montgomery joins MRPA as a retirement plan consultant.

    Also in 2011, MRPA founder Michael Montgomery wins Article of The Year competition from Advisor One magazine and fiduciary organization fi360.

  • 2014

    MRPA opens a consulting office in Atlanta under industry veteran Ronald Letaw.

    MRPA opens consulting office in Atlanta area under industry veteran Ronald Letaw.

  • 2014

    Michael and David Montgomery co-found Fidelis Fiduciary Management

    This MRPA affiliate fills a coverage gap among 401(k) plans by partnering with financial advisors to provide independent fiduciary services to their clients

  • 2015

    Steve McCormack joins MRPA as Client Relationship Manager

    Steve brings over eighteen years of investment experience to the MRPA fund due diligence system

  • 2017

    Two MRPA consultants, Ronald Letaw and David Montgomery, are named to the Top Advisors Under 40 list by National Association of Plan Advisors (NAPA)

    Also in 2017, David Ward, a long-term Tampa Bay retirement plan veteran joins MRPA as a consultant and relationship manager

  • 2018

    Michael and David Montgomery are named to Financial Times Top 401(k) Retirement Advisers list

    Mike had previously been named to this list in 2015 and 2016

Our Awards and Recognitions

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