michael montgomery

managing principal

About

Retirement plan wholesaler and field manager for ING 401(k) sales and services offices in four ... University of Richmond ... Film Actor, Former NFL player.

Country

united states

City

tampa

Industry

financial services

Skill

market research, 401k, retirement, retirement planning, pensions, investments, series 7, mutual funds, investment advisory, series 63, asset allocation, wealth management, retirement plan consulting, qualified retirement plans, defined contribution, financial advisory

Experience

managing director

ing retirement plan services

1992-7 - 2002-10 · 10 yrs 4 mos

Retirement plan wholesaler and field manager for ING 401(k) sales and services offices in four southeastern states.

pension manager

manulife

1984-9 - 1992-7 · 7 yrs 11 mos

Started and managed the Tampa, Florida retirement plan sales and services office for Manulife (renamed John Hancock).

managing principal

montgomery retirement plan advisors

2004-7 - Present · 22 yrs 3 mos

Montgomery Retirement Plan Advisors specializes in retirement plan consulting for mid-market companies, non-profit organizations and municipal governments, offering co-fiduciary and plan advisory services. Mike Montgomery is a frequent writer and speaker on industry issues. Mr. Montgomery also serves as CEO of Fidelis Fiduciary Management, which provides ERISA 3(38) fiduciary services to retirement plans in partnership with financial advisors who chose not to serve as ERISA fiduciaries. In September 2009, Montgomery Retirement Plan Advisors became the first retirement plan advisory firm on the West Coast of Florida to be CEFEX certified for its fiduciary practices for corporate and government defined contribution clients. Montgomery Retirement Plan Advisors offers investment advisory services through Independent Financial Partners, a Registered Investment Advisor. Independent Financial Partners and Montgomery Retirement Plan Advisors are separate entities.