AIF®, CLU®, CFS, TGPC, C(k)P
Montgomery Retirement Plan Advisers, Inc.
Mike Montgomery serves as the ERISA Investment Manager for The Platinum 401k program and plan fiduciary under ERISA 3(38) and 3(21).
Montgomery Retirement Plan Advisers, Inc. holds the distinguished CEFEX Fiduciary Certification mark as an investment adviser, which is issued by the Center for Fiduciary Excellence in Toronto, Canada.
This underscores the company's commitment to the highest standards of fiduciary excellence with their valued retirement plan clients.
Mike has more than thirty-three years of experience in the retirement plan field, having achieved success as a pension specialist or regional manager for several leading retirement plan providers.
In 2010, he was named the Top Adviser in the U.S. for plans in the $5 Million to $15 Million market segment by 401kwire.com. He was previously recognized as one of the 100 Most Influential People in the Defined Contribution field. He has designed, installed, and serviced hundreds of 401(k), 403(b), 457(b) and defined benefit plans throughout the country.
He is a past President of the Florida West Coast Employee Benefits Council, a member of the American Society of Pension Professionals and Actuaries (ASPPA), the ASPPA Benefits Council of Central Florida, and the National Tax Sheltered Account Association (NTSAA).
Mike is a frequent speaker at industry conferences and provides market research, pricing studies and training services to several national retirement plan providers. In that capacity, he has authored 401(k) Academy, an online training resource for emerging retirement plan advisers. In 2010, he was selected to be a Founding Lecturer by the Retirement Plan Adviser University TM at the UCLA Anderson School of Management.
He holds several securities industries licenses and is an Investment Adviser Representative of Financial Telesis, Inc., an SEC Registered Investment Adviser that focuses on the retirement plan industry.
He graduated with honors from the University of South Florida.
He also holds several professional designations, including:
- Accredited Investment Fiduciary® (AIF®), awarded by the Center for Fiduciary Studies. The Center is associated with the Center for Executive Education at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
- Tax-Exempt & Government Plan Consultant (TGPC), awarded by the American Society of Pension Professionals and Actuaries (ASPPA).
- Certified Fund Specialist (CFS), conferred by the Institute of Business & Finance.
- Chartered Life Underwriter (CLU), awarded by The American College.
Mike can be reached via email at MMontgomery@m-rpa.com or by phone in Tampa, Florida at (813) 909-9305.
Investment advisory services offered through Independent Financial Partners, a Registered Investment Adviser. Montgomery Retirement Plan Advisers, Inc., American Pension Services, LLC, and Independent Financial Partners are not affiliated.