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Wallace Welch and Willingham Retirement Plan Services
At Wallace Welch and Willingham, we provide employers with an independent perspective to help make your 401
(k) and other retirement plans more successful. We take much of the responsibility for overseeing the plan off your shoulders and handle it for you, so that you can focus on your own business instead of running the 401(k) plan. We do this by monitoring your employees' investments and benchmarking your 401(k) provider to make sure they are the best fit at a fair price. We increase plan participation by meeting regularly with employees to make sure they understand the plan and invest in the right funds. We also help protect your key personnel from personal legal exposure by implementing simple practices that will fulfill your fiduciary responsibilities.
Our Services:
- Protect plan fiduciaries and executives.
- Manage investment risk and return opportunities.
- Assist employees with asset allocation.
- Enhance employee participation and understanding.
- Manage total plan costs.
- Increase the employees’ perceived value of their retirement plans.
- Reduce the workload of administering your plan.
Our People:
W. Michael Montgomery, AIF, CLU, CFS
Mike Montgomery has over 30 years of experience in the retirement plan field, having served a prominent role with several leading retirement plan providers. He has designed, installed and serviced hundreds of 401(k), profit sharing and defined benefit plans throughout the United States. A graduate of University of South Florida, Mike and his family are long-term residents of the Tampa Bay area.
Mike Montgomery is an Accredited Investment Fiduciary (AIF) and Certified Fund Specialist (CFS). He is a Past President and Education Chairman of the Florida West Coast Employee Benefits Council and active member of the American Society of Pension Professionals and Actuaries (ASPPA).
Lara Hise, AIF
Lara Hise has over 15 years of experience in the retirement plan field holding positions with several major retirement plan providers, including a national stock broker, a major regional bank, a large third-party plan administrator and one of the largest international insurance carriers in the world. Her broad and extensive experience has exposed her to all aspects of retirement plan design, installation, and service.
Lara Hise is an Accredited Investment Fiduciary (AIF) as well as an active member of the American Society of Pension Professionals and Actuaries (ASPPA). She is also Past President, Treasurer and Education Chairman of the Florida West Coast Employee Benefits Council.
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