Terrence Morgan, President and CEO of Ok401k, Inc., has been in the retirement plan business for over 23 years. Mr. Morgan is a securities and advisory licensed professional and holds an AIF and CPFA designation.
Terry’s experience began with the Principal in 1997, a leader in 401(k) plans in America. He strongly believes the market needs fiduciary advisors whose duty and loyalty is to the employer that sponsors the retirement plan, the employees and their beneficiaries. In 2018 Terry's company Ok401k became a Registered Investment Advisor (RIA). No commissions and no conflicts of interest.
I Have Seen the Enemy and It Is Us?
Advisor Terry Morgan says advisors overlooking “little” 401(k) participants is a big problem for the retirement industry
Be a Chef, Not a Cook, When Serving Up a Great 401(k) Plan
With the help of the Food Network and Hollywood movies, top chefs have become stars in their own…
The Worst 401(k) Plan in America
Recently, one of my 401(k) plan clients for whom I serve as a fiduciary advisor was audited by…