Our retirement consultants and advisors offer a wide range of customized investment solutions and advice to address your organization’s retirement plan needs and provide participant education to help your employees build enduring financial security.

Navigating a Dynamic Retirement Landscape

In this competitive, dynamic environment, many organizations are rethinking how to design and maintain their retirement plans in alignment with their financial goals
and constraints.


Achieving the goals of both your organization and your employees requires a collaborative partner who can help you across all elements of a plan offering. At Morgan Stanley, we understand the nuances and complexities of defined contribution, defined benefit, and nonqualified plans, and can help your organization:


Fulfill your fiduciary responsibilities

Identify and work with service providers

Engage employees through financial education

Navigate changing regulatory requirements

Manage risks and cash flows

A Customized Retirement Plan for Your Organization

Our consultants help guide you through the many decisions involved in building effective retirement plans that are tailored to the needs of your organization and workforce.

Defined Contribution Consulting
We are uniquely equipped to guide your defined contribution plan through the complex, interrelated decisions involved in building an effective retirement plan that addresses the needs of your organization and workforce.
Defined Benefit Consulting
We can help you strengthen the health of your defined benefit plan. Whether you seek to grow assets to improve your funded ratios, minimize funded status risk, or de-risk your portfolio, we can develop a customized approach to help protect your plan participants and support your plan’s goals.
Nonqualified Deferred Compensation
Nonqualified deferred compensation (NQDC) plans can be powerful tools to attract and retain executives and other key employees. Our consultants can help develop an NQDC plan that is carefully integrated with other elements of your organization’s retirement plan and overall compensation program.
Executive Services
We provide specialized guidance to help public company executives navigate the complex legal landscape of corporate insider stock transactions — including the design, administration and execution of 10b5-1 trading plans. We also offer a dedicated service to help executives access wealth management and tax-mitigation strategies.¹
Corporate Cash Management
We offer a spectrum of cash management products and solutions to meet your specific liquidity needs and investment parameters. Solutions are available on discretionary and nondiscretionary bases and are focused on customization, capital preservation and liquidity — all through one point of contact.
Investment Banking & Capital Markets
Our integrated investment bank advises corporations, organizations and governments on complex and transformative strategic events, as well as originates, structures and executes public and private placement of equity and debt.

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Let's Talk

We look forward to starting the conversation on how we can help.

Institutional Consulting Solutions

Discover a full spectrum of investment consulting and customized solutions for institutional investors.