You recognize the value retirement benefits offer—but choosing the appropriate solution can be a challenge. Let’s navigate the decision together. Our team provides advised and self-directed retirement plan solutions that can fit your organization and employees’ needs.
A Morgan Stanley Financial Advisor can help you navigate the features and benefits of different plan options, so you can decide which one makes sense for your business.
Combining deep investment experience with valuable guidance and advice, we take the time to learn about your business and help you determine the appropriate retirement plan options that meet your organization’s needs.
You understand the importance of offering retirement benefits, but how do you select the right option for your small to mid-size business?
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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.
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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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