Terrence Morgan, President and CEO, has been in the Retirement Plan Business for over 25 years. He is a Securities and Advisory Licensed Professional and holds an AIF and CPFA designation. Terry’s experience began with Principal Financial Group in 1997, a leader in 401k 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). This means Terry is a fee only adviser, sells no proprietary investments and has no conflicts of interest. Operating under fiduciary and ERISA demands the advisor works in your best interest. Ok401k works with many 401k providers from Fidelity to Empower, VOYA, CUNA Mutual, JPMorgan and American Funds to name a few quality 401k vendors. I focus on the big 3 for our employer groups. Increase participation, get employees to save more and get employees invested right. On a personal level, Terry grew up in a large family from the Lake Placid area, upstate New York. His father, Dew Drop Morgan, was a veteran of World War II and the Korean War, as well as, a US bobsled champion and restaurateur. He was also manager of the U.S. Olympic and World Bobsled Team four times. His mother, Sheila, was a dynamic socialite from Montreal, Canada. Together, Dew Drop and Sheila, hosted numerous athletes from around the world influencing all of their children in the world of athletics and business.Terrence Morgan is an apple from the same tree. He’s a graduate of Western State College, Gunnison, Colorado and Hall of Fame inductee. He studied business, played rugby and football, including the NAIA National Championship playoffs in 1976. He was an All Rocky Mountain Conference Defensive player on a very competitive nationally ranked football team.Continuing this pattern of success and in his father’s footsteps, in 1980, Terry along with 6 of his brothers and sisters were participants in the Olympic trials for US Bobsled and Luge. Terry was a selected as alternate on the US Olympic Luge Team. Terry is currently the only American male to win national championship medals in both Bobsledding and Luge.Terry resides in Edmond, Oklahoma and has one son starting college. He plays tennis, golf and skis at 10,000 feet every winter between Utah and Colorado as well as, the occasional “Old Boys Rugby Tournament.” Terry knows risk and he can take that experience to help you achieve a great investment experience that fits your goals.