Whether it’s through personalized recommendations or comprehensive guidance, our Financial Advisors can help support plan sponsors in delivering a retirement benefit that works for their workplace.
Regardless of organization size, plan sponsors said that the number one advantage a financial advisor brings to their plan is oversight to investment management.1
of plan sponsors that include a dedicated financial advisor in their plan report that most or all of their eligible employees are on track for retirement.1
of plan sponsors agree that the financial advisor support in regulatory matters is valuable.1
1 https://www.morganstanley.com/content/dam/msdotcom/atwork/retirement-financial-advisor-benefits/value-of-fa-report.pdf
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Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly own subsidiaries of Morgan Stanley.
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