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 …

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 …