DEFERRED COMPENSATION

Wealth Management Services

We can provide plan participants with education and access to Financial Advisors who can offer advice and resources to help participants achieve their goals.

The Power of Experience

Our Financial Advisors can deliver the Firm’s experience to help maximize your executives’ Nonqualified Deferred Compensation (NQDC) plan benefits and assist plan participants with:

  1. Plan Education

    Education and assistance for you and your executives on the particulars of Nonqualified Deferred Compensation (NQDC) plans, including enrollment, deferral elections, distribution options and vesting.

  2. Financial Education

    Content, seminars and strategic planning resources to educate your employees about general financial and investment concepts, such as diversification, asset allocation, risk tolerance, inflation, and compounded returns.

  3. Access to Wealth Management Services

    The opportunity to work with a Financial Advisor can help your employees set goals and develop a plan and can provide the advice and resources to help them achieve their goals.

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.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

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.

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.

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

CRC 5664839 -5/23

View Disclosures Close Disclosures