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19950 Dodd Boulevard, Suite 101 Lakeville, MN 55044
Member News - Morgan Planning

Member News – Morgan Planning

Morgan Planning Group, LLC is proud to announce that it has been named to the National Association of Plan Advisors’ (NAPA) prestigious list of the nation’s top defined contribution (DC) Advisor Teams for 2024. This recognition highlights the firm’s dedication to excellence in the retirement plan industry and its commitment to providing top-notch advisory services.

Scott Morgan and Mark Booth, the key advisors on the team at Morgan Planning Group, have been instrumental in achieving this honor. Demonstrating their dedication to staying abreast of industry developments, Scott and Mark also attended the NAPA national conference in Nashville in April. Their participation ensured they are staying up to date with the latest in 401k plan design, plan compliance, and industry trends, further enhancing their ability to serve their clients effectively.

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