Insights

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 …

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We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. Click here for our October 2019 newsletter. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We …

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We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. Click here for our September 2019 newsletter. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We …

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We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. On July 24, three senior consultants from MRPA joined other leading retirement plan advisory firms at the NAPA D.C. Fly-In Forum to urge congress to pass the SECURE Act and other important retirement plan …

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We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. Click here for our July 2019 newsletter. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We …

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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.

We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. Click here for our June 2019 newsletter. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We …

Continue reading “June 2019 Fiduciary Advisor Newsletter”

We are pleased to share with you retirement plan updates we’ve been reading recently, as well as news from our firm. Click here for our May 2019 newsletter. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We …

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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. …

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Taking a look at the features of both 3(21) & 3(38) and examining how each can impact your business’s retirement planning process.