Services ———

Our Services Are Designed
Around You

Services Offered

Morgia Retirement is experienced at benchmarking, plan design, investment management,
and employee/employer education.

As a part of a full-service fiduciary wealth management firm, we offer many services that go beyond 401(k) plan management.

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

Morgia Retirement Services Much To Offer Image

We Have Much To Offer

We are proud to deliver a high level of service.

Our group is skilled and experienced in a number of financial disciplines. No matter what your needs are, we will look for a way to fulfill them.

How Can We Help?


What services can you offer my employees?

We should have been teachers because we value education and strongly believe in educating our clients so they build an understanding of markets, our investment philosophy, and our strategies. Your employees will learn our view of Finance 101 and can also expect to learn about budgeting, saving, compounding, and preparing for retirement.

Can you manage something other than a 401(k)?

We are a full service wealth management firm. We offer detailed financial planning, personal investment accounts, IRAs, ROTH IRAs, SIMPLE IRAs, trust accounts, and other services like financial consulting, and analysis. Contact us with your question or concern and let’s talk.

Can you manage a plan for a business with any number of employees?

Yes. Contact us and let’s talk about your objectives, the size of your business and your vision.