Morgia Retirement Services
is for businesses and their employees. We help with 401(k) and similar retirement plans.
If you are a client with Morgia Wealth Management or want to learn more, please click here.
Who We Are
Morgia Retirement Services specializes in managing 401(k) and similar plans for employers while helping employees to make decisions about their plan.
If you are an investment account holder with Morgia Wealth Management, please click here.
For Employers
Let Morgia Retirement evaluate your plan to see where we can save you money and time.
Our services include fee and service benchmarking, investment consulting, financial planning, participant education, and more.
For Employees
Are you on track to reach your retirement goals and maintain your current lifestyle?
No matter what stage of work or life you find yourself in, we can help chart your financial path.
We offer employers many services, including:
Plan Design
Benchmark Your Current Plan Design, Fees, and Performance
Investment Selection and Performance Review
Fee and Service Benchmarking
Plan Governance and Compliance
Annual Employee Education and Trustee Reviews
Management of Investment Options
Coordinate with Recordkeeper and TPA
Handling Loans, Distribution, and Rollovers
How Morgia Retirement is Different
Morgia Retirement is different from many financial advisors.
Morgia Retirement specializes in managing 401(k) plans for employers and employees. Our philosophy for retirement takes a holistic view. We start where our clients want to end, with their goals and ambitions. We explore each person’s unique situation to save for retirement, meet educational needs, and navigate large financial decisions.
Morgia Retirement is a fiduciary, which means we are bound to act in the best interest of business owners and the employees. As a fiduciary, we help you choose and monitor the funds in your company 401(k) to meet your goals.
Our group of financial advisors are experienced across multiple specialities, including complex financial planning, proprietary research, tax strategy, and 401(k) plan design.
151 Mullin St.
Watertown, NY 13601
Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880
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