Retirement Solutions


A comprehensive retirement solution that helps organizations effectively maximize and customize their employees’ benefits so employees can make the most out of retirement.

Helping to Maximize Retirement Plan Outcomes
Our dedicated Retirement Plan Directors deliver customized solutions to help ensure employee retirement readiness, negotiate plan expenses and guide investment oversight and selection. We serve a full spectrum of plan types including:

•   401(k) and 403(b) Plans
•   Pension Plans
•   Non-Qualified Deferred Compensation Plans
Making the Most Out of Retirement
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Objective Guidance

We provide thoughtful guidance and innovative solutions that are aligned with your organization’s strategic goals. Through our consultative process, we strive to help you improve:

Plan Competitiveness and Fiduciary Risk Management
Investment Selection and Monitoring
Employee Retirement Readiness

Our Comprehensive Services

You will have access to the tools, advice and support you need to manage your retirement program from every angle.

Investment Management
Investment Management
Investment Policy Statement
Investment Selection
Investment Monitoring
Plan Management
Plan Management
Issue Resolution
Fiduciary Audit File
Fee Analysis
Plan Participation
Plan Participation
Educational Materials & Seminars
Strategic Planning
Custom Risk and Target Date Models
Plan Evaluation
Plan Evaluation
Needs Assessment
Benchmarking
Provider Search

Retirement Insights

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Learn more how we can help your organization. Fill out the form below and a representative will get back to you.







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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.


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 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


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© 2020 Investment and services are offered through Morgan Stanley Smith Barney LLC. Member SIPC.