RFP Project Management

During the vendor search and comparison phase, MRPA looks out for your interests and reduces complex concepts to simple understandable business language.

How Does Your Recordkeeper Measure Up?

When the time comes for a formal Request for Proposal (RFP), or when you just want to make sure your recordkeeper is keeping pace with marketplace fees and services, it is helpful to have a seasoned expert on your side of the table. MRPA will actively guide you through every step of the process. We know the questions to ask, the no nonsense way to compare fees, and the process that will find a recordkeeper that excels at addressing your specific needs. If the vendor search results in a service provider change, MRPA will actively support you through the conversion and contract negotiation process.

Our RFP consulting typically includes this critical support at every step:

  • Assignment of two senior MRPA consultants throughout the process
  • Analysis of your objectives
  • Design and draft the Request for Proposal (RFP) data and questionnaire
  • Perform an unbiased analysis of qualified provider responses
  • RFP Provider Analysis written report, comparing over 400 data points
  • Executive Summary focusing on your key selection criteria
  • Advice and participation during finalist presentations
  • Active involvement throughout the vendor conversion and contract negotiations

MRPA is one of a select group of retirement plan consulting firms to be CEFEX® certified by the Centre for Fiduciary Excellence for their capabilities and fiduciary practices. We are voluntarily reviewed on an annual basis by CEFEX, generally through a rigorous on-site examination, to certify our compliance with fiduciary best practices, including potential conflicts of interest.

The CEFEX Public Certification Report states “The Montgomery Retirement Plan Advisors continues its commitment to the industry best fiduciary practices. Of particular note is their willingness to assist plan sponsor clients in designing and implementing a customized retirement plans for their employees with the best mix of funds and other service providers. The Advisor excels in its frequent monitoring and analysis of existing funds in the lineup. The Advisor proactively replaces funds which for one reason or another become less beneficial to the participants. The Advisor continues to pro-actively adjust his practice as the retirement plan landscape continues to evolve in a way that best serves the interests of its clients.”

Our Awards and Recognitions


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CEFEX-certified as an Advisor 9/23/2009
"Through CEFEX’s independent assessment, the certification provides assurance to investors… that Montgomery Retirement Plan Advisors has demonstrated adherence to the industry’s best fiduciary practices."
Read Press Release | View Certificate

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment advisors and wholly owned subsidiary of OneDigital.

The information given herein is taken from sources that OneDigital Investment Advisors and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies.