Bob Morgan
Principal at Mercer | Philadelphia, Pennsylvania, United States
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Bob Morgan is a Principal in Mercer’s Philadelphia office, where he plays a pivotal role in the Mercer Wealth Practice, specializing in benefits consulting with a keen focus on defined benefit pension plans. With over 30 years of experience in the industry, Bob has developed a robust expertise in actuarial science, providing strategic guidance to a diverse portfolio of clients, including multi-national employers and not-for-profit organizations. His extensive knowledge of ERISA regulations and pension administration allows him to navigate complex retirement landscapes, ensuring that clients not only meet compliance requirements but also optimize their retirement plan outcomes.
At Mercer, Bob is committed to building brighter futures by reshaping retirement and investment strategies. He leads key projects that involve the design and implementation of qualified retirement plans, leveraging advanced analytical skills and tools such as Microsoft Excel to deliver data-driven insights. His collaborative approach fosters strong relationships with clients, enabling him to tailor solutions that align with their unique organizational goals and employee needs.
Bob’s passion for employee benefits and retirement planning is evident in his proactive engagement with clients, where he emphasizes the importance of sustainable pension strategies that support long-term financial health. As a thought leader in the field, he stays abreast of industry trends and innovations, ensuring that his clients are well-positioned to navigate the evolving landscape of employee benefits. Through his dedication and expertise, Bob Morgan exemplifies Mercer’s mission to unlock real health and well-being for individuals and organizations alike.
Principal at Mercer in January 1997 to Present
Senior Actuarial Analyst at A Foster Higgins & Co Inc in November 1987 to December 1996
Actuarial Analyst at Johnson & Higgins in March 1985 to October 1987
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Retirement
Employee Benefits
Finance
Pension Administration
Defined Benefit
ERISA
Pensions
Human Resources
Microsoft Excel
Retirement Plan Consulting
Qualified Retirement Plans
Actuarial Science
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Discover more about MercerWhat is Bob Morgan email address?
Email Bob Morgan at [email protected] and [email protected]. This email is the most updated Bob Morgan email found in 2026.
What is Bob Morgan phone number?
Bob Morgan phone number is +12673175120 and +13187412494.
How to contact Bob Morgan?
To contact Bob Morgan send an email to [email protected] or [email protected]. If you want to call Bob Morgan try calling on +12673175120 and +13187412494. (updated on November 04, 2024)
What company does Bob Morgan work for?
Bob Morgan works for Mercer
What is Bob Morgan's role at Mercer?
Bob Morgan is Principal
What industry does Bob Morgan work in?
Bob Morgan works in the Human Resources Services industry.
Bob Morgan Email Addresses
Bob Morgan Phone Numbers
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