Retirement

Leverage a comprehensive range of solutions, with the support of Financial Advisors, to help employees confidently reach their long-term goals.

Take Care of Tomorrow, So Your Employees Can Take Charge of Today

For your employees, retirement is more than a date in the future—it’s a milestone that takes time, hard work and the right tools to achieve. Our team provides a comprehensive suite of solutions and investment experience to help you with your investment responsibilities and help your employees achieve their goals. 

There’s a Plan for You

Retirement plans should meet the needs of your company and employees alike. Our Financial Advisors can help you understand your options.

Defined Contribution Consulting
Provide risk management resources, fee and service benchmarking, investment due diligence and participant education.
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Solutions-Oriented Retirement Plan
Deliver tax-efficient, turnkey workplace retirement plans tailored to the needs of your business.
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Nonqualified Deferred Compensation
Stay competitive with a Nonqualified Deferred Compensation plan – a workplace benefit for executives and other highly compensated employees and a powerful tool to help recruit, retain and reward executives.
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End-to-End Services, Made Simple

Our team can provide the tools and guidance to help you manage a retirement plan.

Plan Evaluation
We can provide a needs assessment, perform benchmarking and run provider searches to help you ensure your plan is set up to achieve its goals.
Investment Management
We can help plan sponsors develop investment policy statements and offer programs where we help you with plan investment selections and we can perform investment monitoring.
Plan Management Support
We provide you with fiduciary oversight resources that can help you with your plan administration responsibilities.
Plan Participant Education
We can provide content, seminars and strategic planning resources to educate, engage and excite your employees about preparing for retirement.
Let’s Start the Conversation
Share more about your workplace’s unique needs, and a member of our team will get in touch to discuss how we can help.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
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Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.
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Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

We’ll help you find workplace financial solutions for your employees and your business.

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Morgan Stanley at Work are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.

This material is provided for informational purposes only and does not provide individually tailored investment or financial advice.

When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

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