Retirement Plan Consultant
Morgan joined our team in 2016 and works directly with our clients on their fiduciary and investment duties related to corporate retirement plans.
Prior to joining Sapers & Wallack, she worked with group retirement plans at Mutual of America. During her 3-year tenure there, she was responsible for client relationship management, which included her involvement with 401(k) and 403(b) plan administration, recordkeeping, plan testing, employee education, and pursuing new growth opportunities.
Earlier, she worked as a Retirement Plan Consultant at Paychex where she was responsible for implementing 401(k) plans to small and medium size businesses.
Morgan graduated from Louisiana State University with a Bachelor of Science in Agricultural Business Management. She currently holds a Life and Health Producer License in Massachusetts, and has earned the Chartered Retirement Plans Specialist designation from the College of Financial Planning.Contact us