In this episode of TALKENOMICS, we sit down with David Montgomery, Managing Director of Retirement Plan Services at Concurrent and a 2023 PLANADVISER Top Retirement Plan Adviser. We dive into how employers, advisors, and individuals can better prepare for retirement through innovative tools like Advisor Managed Accounts (AMAs), Pooled Employer Plans (PEPs), and guaranteed income solutions within 401(k)s. David also discusses the critical role of fiduciary guidance, and why the future of retirement hinges on personalization, flexibility, and long-term thinking. Whether you’re an investor, advisor, or plan sponsor, this episode offers valuable strategies to help secure a smarter, more sustainable retirement.

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