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M-RPA News
> Investment Advisor is Certified for Fiduciary Excellence
> DC Influencers Gather in Lower Manhattan
> An Ex-Wholesaler Combines His Two Tampa Practices
> Most Influential people #89. Mike Montgomery
> Tampa Executive Mike Montgomery Voted Top Advisor in the United States for 401(k) Retirement Plans
> RPAG Member Mike Montgomery Voted Top U.S. Advisor in $5 MM to $15 MM 401(k) Plan Category by 401k Wire
> Top 40 Advisor: Mike Montgomery
> Top Advisors Want White Papers From I-O Wholesalers

Links
> Center for Fiduciary Studies
> Benefits Link
> 401(k) Help Center
> www.CEFEX.org
> www.401kwire.com
> www.reish.com


Articles

> Fiduciary Duty to Ask for Help
> Selecting a Plan Advisor
> ERISA Fiduciary Fee Litigation
> Fiduciary Responsibility in Non-ERISA Government Plans
> General Accounting Office:  Fulfilling Fiduciary Obligations
> Fiduciary Process for Evaluating Stable Value Options
> Preparing for 403(b) Plan Audits
> Kanawi v. Bechtel – Prudent Process as a Defense
> White Paper:  I Think I’m a Fiduciary


Newsletters

> August 2010
> July 2010
> June 2010
> May 2010
> February 2010
> Legal & Compliance Update – Nov. 2009


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Member FINRA / SIPC. Montgomery Retirement Plan Advisors and Financial Telesis Inc. are not affiliated.