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Morgan C. Mueller is the Retirement Plan Specialist at Thompson Investment Management, Inc. He has served many different roles at the firm, and has a broad knowledge base including: accounting, financial analysis, and securities trading. While working full time and attending college full time, Morgan received his Bachelor of Science degree with a concentration in Finance from Edgewood College in 2009. In 2008, Edgewood College selected Morgan to be a member of The International Honor Society in Business, Delta Mu Delta Chapter. Morgan holds the Series 65 designation, and is currently studying to earn his Chartered Financial Analyst designation.
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Retirement Plan Advisory Services — Focusing on You & Your Employees
Thompson Investment Management, Inc. Retirement Plan Advisory Team consists of highly educated investment professionals that provide retirement plan sponsors comprehensive consulting services. As a retirement plan consultant, our role is to objectively assist corporate retirement plans in establishing and/or maintaining a consistent and ongoing documented process of prudent oversight and due diligence.
Retirement plan fiduciaries face unprecedented liability and require independent, objective counsel. Our expertise can be found in our independence and objectivity and our desire to form strong partnerships with our clients.
Our team will act as co-fiduciaries to retirement plans ranging in size from start-ups to mid-size plans. By assisting trustees with their fiduciary responsibilities, our qualified professionals seek to manage liability while improving the effectiveness of the retirement plan.
We provide diverse and in-depth services to plan sponsors:
Addressing Fiduciary Obligations
- Analyze plan expenses
- Set guidelines for prudent investment practices
- Create a diversified investment menu
- Educate participants
- Perform ongoing due diligence of investment managers and vendors
- Document due diligence process
Consulting Solutions
- Investment policy development
- Plan design
- Participant education strategies
- Vendor management
Investment Analysis and Monitoring
- Asset allocation and diversification analysis
- Performance measurement and reporting
- Quantitative and qualitative investment analysis
- Manager research and recommendations