Focus on What Matters
Concentrate on running your business while our Financial Advisors help identify the defined contribution plan options that help meets your employees and organization’s needs.
Defined Contribution Consulting
Through our Defined Contribution Consulting services, we can provide plan sponsors support to help reduce the administrative burden associated with their fiduciary investment responsibilities and deliver plan education to participants.
Dedicated Support and Insight
With a team of Financial Advisors and insights from the Morgan Stanley Global Investment Office (GIO), we can help educate plan fiduciaries on their responsibilities under a plan and provide investment oversight to help support you with your plan administration duties.
Working Together
When you consult with our team, you get access to the resources, experience and investment knowledge to help you effectively manage your company’s retirement plan. Together, we’ll work to:
Assess Specific Plan Needs
Work with Financial Advisors to help evaluate and select which service providers are best for you and your employees.
Select and Monitor Investments
Build an investment menu for your plan that delivers the investment experience of Morgan Stanley, with oversight and guidance from our Financial Advisors through our 3(21) or 3(38) offerings.
Improve Retirement Readiness
Access services made to support employees including a plan participant website, educational seminars and more.
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.
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.
Public Policy
Retirement Plans
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
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.
Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
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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