Retirement Services

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As a “Financial Concierge,” we take care of and solve problems for our clients.  Within our 401k specialty, those solutions might consist of cutting edge diagnostics, strategic partners, sophisticated plan design, and good ole’ fashioned customer service.
Are you overwhelmed by the impact of the new DOL (Department of Labor) Ruling?  Are you challenged with apathetic employees? Do you experience absent advice – where you and your plan have been relegated to an 800 number? Let Johnson Morganti step in and help, by providing onsite meetings, education, and administration assistance.
Johnson Morganti can provide you with 3(21) & 3(38) fiduciary protection, that could mitigate your company’s risk, as well as, the capacity to adhere to ERISA 404(a)’s duty to serve solely in the best interest of the plan participants and provide prudent man standard of care.
Johnson Morganti can take the pressure off of your HR Department/Staff by providing a lighter workload, platinum benefits, portfolio repair, and legislative relief, which all lead to empowered employees.

A welcome message from our Founder, Connor Morganti

 

ENGINEER | ENHANCE | EXECUTE