David Montgomery is the Managing Director of Retirement Plan Services at Concurrent Investment Advisors. He has two decades of experience in the retirement plan industry and he’s a frequent speaker on topics such as managed accounts, retirement income, PEPs, and small market solutions.
Getting re-educated on their long-term savings potential, their clear distinction from target date funds, and synergistic effects with retirement income solutions is a must for future-focused planners and fiduciary advisors.
