morgan stanley at work

Retirement Solutions

For your employees, retirement is more than a date in the future – it’s a milestone that takes time, hard work and the right tools to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.

Take Care of Tomorrow, So Your Employees
Can Take Charge of Today

Our dedicated Financial Advisors offer Retirement Solutions to every business size, providing fiduciary oversight, employee education and engagement to help drive the best possible employee outcomes.

We serve a full spectrum of plan types including:

401(k) and 403(b) Plans
Pension Plans
Non-Qualified Deferred Compensation Plans

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Dedicated Support and Guidance, Backed by Experience

More services. Lighter administrative load. We offer plan sponsors solutions to help reduce their
fiduciary burden and simplify management.

Plan Competitiveness
and Fiduciary Risk
Management

Investment Selection
and Monitoring

Employee Retirement
Readiness

Comprehensive Services, Made Simple

We offer the tools, advice and support you need to manage your retirement program with confidence from every angle.

ASSESS

1. Plan Evaluation

We provide a needs assessment, perform benchmarking and run provider searches to help you ensure your plan is set up to achieve its goals.

BUILD

2. Investment Management

We produce investment policy statements, lead investment selection and perform investment monitoring to give your employees access to money management resources.

SIMPLIFY

3. Plan Management

Through lead issue resolution, fiduciary audit and fee analysis, we help streamline administration and make sure your plan stays in compliance.

ENGAGE

4. Plan Participation

We provide content, seminars and strategic planning resources to educate, engage and excite your employees about preparing for retirement.

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Financial Empowerment

Through seminars and webinars, digital tools, and access to personal guidance, we empower your employees with the knowledge, tools and support that can help them achieve their financial goals. Financial Empowerment is included with every service we provide.

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WE HELP CLIENTS BUILD CONFIDENCE FOR THEIR FUTURE

The decisions your employees make today will pave the way for the retirement they want tomorrow. Learn how our Retirement Solutions help organizations and their people make more informed choices to help them reach their long-term financial goals.

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Get in Touch

We would like to help you prepare your employees for retirement. Fill out the form and a team member will be in touch shortly.

Disclosures

Check the background of our Firm and investment professionals on FINRA's BrokerCheck.

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.

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account. Individuals should also consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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 Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

CRC 3756065-09/21