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

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

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© 2024 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.

Nonqualified deferred compensation plan recordkeeping services are part of Morgan Stanley at Work solutions and are offered by E*TRADE Financial Corporate Services, Inc.

E*TRADE Financial Corporate Services, Inc. is a wholly owned subsidiary of Morgan Stanley.

Tax laws are complex and subject to change. Morgan Stanley and its affiliates, employees and agents do not provide tax or legal advice. Employers (and other service recipients) should consult their own tax and legal advisors before establishing a nonqualified deferred compensation plan, and regarding any potential legal, tax, and other consequences of any investments or other transactions made with respect to a nonqualified deferred compensation plan. Eligible employees (and other eligible service providers) should consult their own tax and legal advisors before deciding to participate in, or making any elections with respect to, a nonqualified deferred compensation plan.

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.

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 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.

RO#3857988 (11/2024)

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