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 …

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. …