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 …

MRPA Consultant Named to 2020 NAPA Top 100 Retirement Plan Advisors Under 40 list

We are very pleased to announce that one of the retirement plan consultants at our firm, David M. Montgomery, has been named by the National Association of Plan Advisors (NAPA) to their 2020 Top 100 Retirement Plan Advisors Under 40 list, the “Aces”. Established in 2014, the list is drawn from nominations provided by NAPA …

MRPA Consultants Named to 2019 Financial Times Top 401 Advisors list

We are very pleased to announce that three key members of our firm, W. Michael Montgomery, David M. Montgomery, and Ronald A. Letaw have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers.  The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across …