DEFERRED COMPENSATION

Portfolio Construction

Leverage our team’s manager selection and investment-related insights to help you informally fund your Nonqualified Deferred Compensation (NQDC) plan.

Access to Morgan Stanley Research

Leverage exclusive insight from Morgan Stanley’s Global Investment Manager Analysis (GIMA) team to help craft and evaluate your investments. Equipped with our expertise in fund manager selection and monitoring, we can develop a plan strategy optimized to help you informally fund your NQDC plan.

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.

Making Portfolios Personal

Helping you to informally fund your plan in order to help your participants reach their goals.

Investment Assessment
Together, we’ll review your plan objectives, analyze performance metrics and explore informal funding options that align with your NQDC plan goals.
Investment Selection
After a thorough evaluation, we’ll help customize a strategy to informally fund your plan that’s backed by our deep investing acumen and leading Morgan Stanley manager research.

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.

© 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.

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. You should consult your own tax and legal advisors (a) before establishing a nonqualified deferred compensation plan, and (b) regarding any potential legal, tax, and related consequences of any investments or other transactions made with respect to a nonqualified deferred compensation plan.

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. 

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.

CRC 5664839 -5/23

View Disclosures Close Disclosures